GM Advisory Group’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 | $2.51M | Buy |
20,216
+379
| +2% | +$47K | 0.12% | 82 |
|
|
2025
Q1 | $1.96M | Buy |
19,837
+1,062
| +6% | +$105K | 0.11% | 85 |
|
|
2024
Q4 | $2.09M | Buy |
18,775
+928
| +5% | +$103K | 0.12% | 82 |
|
|
2024
Q3 | $1.72M | Sell |
17,847
-368
| -2% | -$35.4K | 0.1% | 86 |
|
|
2024
Q2 | $1.81M | Sell |
18,215
-46
| -0.3% | -$4.57K | 0.12% | 80 |
|
|
2024
Q1 | $2.23M | Buy |
18,261
+46
| +0.3% | +$5.63K | 0.16% | 67 |
|
|
2023
Q4 | $1.64M | Buy |
18,215
+2,544
| +16% | +$230K | 0.12% | 70 |
|
|
2023
Q3 | $1.27M | Sell |
15,671
-617
| -4% | -$50K | 0.1% | 71 |
|
|
2023
Q2 | $1.45M | Buy |
16,288
+329
| +2% | +$29.4K | 0.12% | 65 |
|
|
2023
Q1 | $1.6M | Buy |
15,959
+82
| +0.5% | +$8.21K | 0.15% | 59 |
|
|
2022
Q4 | $1.38M | Sell |
15,877
-9,068
| -36% | -$788K | 0.15% | 60 |
|
|
2022
Q3 | $2.35M | Sell |
24,945
-2,700
| -10% | -$255K | 0.3% | 38 |
|
|
2022
Q2 | $2.61M | Sell |
27,645
-5,425
| -16% | -$512K | 0.41% | 42 |
|
|
2022
Q1 | $4.54M | Sell |
33,070
-4,402
| -12% | -$604K | 0.54% | 34 |
|
|
2021
Q4 | $5.8M | Buy |
37,472
+4,444
| +13% | +$688K | 0.52% | 37 |
|
|
2021
Q3 | $5.59M | Sell |
33,028
-15
| -0% | -$2.54K | 0.56% | 34 |
|
|
2021
Q2 | $5.81M | Buy |
33,043
+325
| +1% | +$57.1K | 0.6% | 33 |
|
|
2021
Q1 | $6.04M | Sell |
32,718
-538
| -2% | -$99.3K | 0.72% | 27 |
|
|
2020
Q4 | $6.03M | Buy |
33,256
+696
| +2% | +$126K | 0.81% | 27 |
|
|
2020
Q3 | $4.04M | Sell |
32,560
-70
| -0.2% | -$8.69K | 0.62% | 29 |
|
|
2020
Q2 | $3.64M | Buy |
32,630
+14,060
| +76% | +$1.57M | 0.67% | 26 |
|
|
2020
Q1 | $1.79M | Buy |
18,570
+3,529
| +23% | +$341K | 0.49% | 35 |
|
|
2019
Q4 | $2.18M | Sell |
15,041
-1,096
| -7% | -$158K | 0.67% | 23 |
|
|
2019
Q3 | $2.1M | Buy |
16,137
+1,509
| +10% | +$197K | 0.65% | 23 |
|
|
2019
Q2 | $2.04M | Buy |
14,628
+2,304
| +19% | +$322K | 0.64% | 27 |
|
|
2019
Q1 | $1.37M | Buy |
12,324
+1,705
| +16% | +$189K | 0.45% | 34 |
|
|
2018
Q4 | $1.16M | Sell |
10,619
-2,775
| -21% | -$304K | 0.43% | 34 |
|
|
2018
Q3 | $1.57M | Sell |
13,394
-1,064
| -7% | -$124K | 0.49% | 34 |
|
|
2018
Q2 | $1.52M | Buy |
14,458
+800
| +6% | +$83.8K | 0.45% | 35 |
|
|
2018
Q1 | $1.37M | Sell |
13,658
-2,649
| -16% | -$266K | 0.41% | 39 |
|
|
2017
Q4 | $1.75M | Sell |
16,307
-80
| -0.5% | -$8.6K | 0.48% | 31 |
|
|
2017
Q3 | $1.62M | Sell |
16,387
-183
| -1% | -$18K | 0.49% | 33 |
|
|
2017
Q2 | $1.76M | Sell |
16,570
-468
| -3% | -$49.7K | 0.55% | 30 |
|
|
2017
Q1 | $1.93M | Buy |
17,038
+1,239
| +8% | +$140K | 0.66% | 25 |
|
|
2016
Q4 | $1.7M | Sell |
15,799
-50,303
| -76% | -$5.41M | 0.59% | 28 |
|
|
2016
Q3 | $6.14M | Sell |
66,102
-858
| -1% | -$79.7K | 2.28% | 18 |
|
|
2016
Q2 | $6.55M | Buy |
66,960
+539
| +0.8% | +$52.7K | 2.46% | 17 |
|
|
2016
Q1 | $6.6M | Buy |
66,421
+9,209
| +16% | +$915K | 2.84% | 13 |
|
|
2015
Q4 | $6.01M | Buy |
57,212
+1,536
| +3% | +$161K | 3.02% | 12 |
|
|
2015
Q3 | $5.69M | Buy |
55,676
+1,124
| +2% | +$115K | 2.94% | 13 |
|
|
2015
Q2 | $6.23M | Sell |
54,552
-1,687
| -3% | -$193K | 2.46% | 15 |
|
|
2015
Q1 | $5.9M | Buy |
56,239
+1,786
| +3% | +$187K | 2.39% | 14 |
|
|
2014
Q4 | $5.13M | Sell |
54,453
-366
| -0.7% | -$34.5K | 2.77% | 12 |
|
|
2014
Q3 | $4.88M | Buy |
54,819
+170
| +0.3% | +$15.1K | 3.66% | 12 |
|
|
2014
Q2 | $4.69M | Sell |
54,649
-92
| -0.2% | -$7.89K | 4.06% | 9 |
|
|
2014
Q1 | $4.41M | Sell |
54,741
-225
| -0.4% | -$18.1K | 3.42% | 9 |
|
|
2013
Q4 | $4.2M | Buy |
+54,966
| New | +$4.2M | 4.32% | 7 |
|