GoalVest Advisory’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 | $81.5K | Sell |
657
-5
| -0.8% | -$620 | 0.02% | 181 |
|
|
2025
Q1 | $65.3K | Buy |
662
+5
| +0.8% | +$493 | 0.02% | 168 |
|
|
2024
Q4 | $73.2K | Buy |
657
+150
| +30% | +$16.7K | 0.02% | 164 |
|
|
2024
Q3 | $48.8K | Hold |
507
| – | – | 0.01% | 195 |
|
|
2024
Q2 | $50.3K | Sell |
507
-190
| -27% | -$18.9K | 0.02% | 175 |
|
|
2024
Q1 | $85.3K | Buy |
697
+140
| +25% | +$17.1K | 0.03% | 157 |
|
|
2023
Q4 | $50.3K | Buy |
557
+410
| +279% | +$37K | 0.02% | 137 |
|
|
2023
Q3 | $11.9K | Hold |
147
| – | – | 0.01% | 261 |
|
|
2023
Q2 | $13.1K | Sell |
147
-50
| -25% | -$4.46K | 0.01% | 230 |
|
|
2023
Q1 | $19.7K | Hold |
197
| – | – | 0.01% | 160 |
|
|
2022
Q4 | $17.1K | Buy |
197
+50
| +34% | +$4.34K | 0.01% | 166 |
|
|
2022
Q3 | $14K | Sell |
147
-574
| -80% | -$54.7K | 0.01% | 174 |
|
|
2022
Q2 | $70K | Sell |
721
-6,404
| -90% | -$622K | 0.04% | 150 |
|
|
2022
Q1 | $977K | Buy |
+7,125
| New | +$977K | 0.55% | 49 |
|
|
2021
Q2 | $1.17M | Buy |
6,657
+3,418
| +106% | +$601K | 0.73% | 42 |
|
|
2021
Q1 | $598K | Buy |
+3,239
| New | +$598K | 0.45% | 75 |
|