Goepper Burkhardt’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 | – | Sell |
-2,082
| Closed | -$205K | – | 100 |
|
|
2025
Q1 | $205K | Buy |
2,082
+130
| +7% | +$12.8K | 0.08% | 94 |
|
|
2024
Q4 | $217K | Buy |
+1,952
| New | +$217K | 0.09% | 80 |
|
|
2024
Q2 | – | Sell |
-2,487
| Closed | -$263K | – | 81 |
|
|
2024
Q1 | $263K | Sell |
2,487
-414
| -14% | -$43.8K | 0.12% | 68 |
|
|
2023
Q4 | $314K | Sell |
2,901
-129
| -4% | -$14K | 0.16% | 60 |
|
|
2023
Q3 | $246K | Buy |
3,030
+50
| +2% | +$4.05K | 0.15% | 59 |
|
|
2023
Q2 | $266K | Sell |
2,980
-170
| -5% | -$15.2K | 0.16% | 56 |
|
|
2023
Q1 | $315K | Hold |
3,150
| – | – | 0.21% | 46 |
|
|
2022
Q4 | $274K | Buy |
3,150
+320
| +11% | +$27.8K | 0.19% | 49 |
|
|
2022
Q3 | $267K | Sell |
2,830
-185
| -6% | -$17.5K | 0.2% | 48 |
|
|
2022
Q2 | $285K | Sell |
3,015
-91
| -3% | -$8.6K | 0.2% | 51 |
|
|
2022
Q1 | $426K | Buy |
3,106
+779
| +33% | +$107K | 0.26% | 40 |
|
|
2021
Q4 | $360K | Hold |
2,327
| – | – | 0.21% | 45 |
|
|
2021
Q3 | $394K | Hold |
2,327
| – | – | 0.25% | 42 |
|
|
2021
Q2 | $409K | Buy |
2,327
+2
| +0.1% | +$352 | 0.26% | 38 |
|
|
2021
Q1 | $429K | Sell |
2,325
-11
| -0.5% | -$2.03K | 0.29% | 37 |
|
|
2020
Q4 | $423K | Buy |
+2,336
| New | +$423K | 0.31% | 36 |
|