Golden State Equity Partners’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 | $705K | Buy |
5,682
+233
| +4% | +$28.9K | 0.13% | 191 |
|
|
2025
Q1 | $538K | Sell |
5,449
-21
| -0.4% | -$2.07K | 0.11% | 233 |
|
|
2024
Q4 | $609K | Buy |
5,470
+4,459
| +441% | +$497K | 0.12% | 199 |
|
|
2024
Q3 | $97.2K | Sell |
1,011
-5,321
| -84% | -$512K | 0.05% | 279 |
|
|
2024
Q2 | $629K | Buy |
+6,332
| New | +$629K | 0.13% | 173 |
|
|
2023
Q4 | $561K | Buy |
6,208
+542
| +10% | +$48.9K | 0.14% | 170 |
|
|
2023
Q3 | $459K | Sell |
5,666
-87
| -2% | -$7.05K | 0.13% | 175 |
|
|
2023
Q2 | $514K | Buy |
+5,753
| New | +$514K | 0.14% | 175 |
|
|
2022
Q1 | $650K | Buy |
4,736
+165
| +4% | +$22.6K | 0.33% | 88 |
|
|
2021
Q4 | $708K | Sell |
4,571
-1,877
| -29% | -$291K | 0.36% | 67 |
|
|
2021
Q3 | $1.09M | Buy |
6,448
+4,892
| +314% | +$828K | 0.44% | 53 |
|
|
2021
Q2 | $273K | Buy |
1,556
+348
| +29% | +$61.1K | 0.11% | 191 |
|
|
2021
Q1 | $223K | Sell |
1,208
-1,173
| -49% | -$217K | 0.13% | 153 |
|
|
2020
Q4 | $431K | Buy |
+2,381
| New | +$431K | 0.3% | 94 |
|