GLOBALT Investments’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Buy |
+1,960
| New | +$243K | 0.01% | 200 |
|
|
2025
Q1 | – | Sell |
-1,960
| Closed | -$218K | – | 203 |
|
|
2024
Q4 | $218K | Buy |
+1,960
| New | +$218K | 0.01% | 201 |
|
|
2024
Q3 | – | Sell |
-9,402
| Closed | -$934K | – | 204 |
|
|
2024
Q2 | $934K | Buy |
9,402
+7,382
| +365% | +$733K | 0.04% | 145 |
|
|
2024
Q1 | $247K | Buy |
+2,020
| New | +$247K | 0.01% | 196 |
|