Golden State Wealth Management’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 | $974K | Buy |
7,857
+637
| +9% | +$79K | 0.12% | 144 |
|
|
2025
Q1 | $713K | Buy |
7,220
+1,188
| +20% | +$117K | 0.11% | 158 |
|
|
2024
Q4 | $672K | Buy |
+6,032
| New | +$672K | 0.1% | 163 |
|
|
2022
Q1 | $1.69M | Sell |
12,283
-1,152
| -9% | -$158K | 0.33% | 59 |
|
|
2021
Q4 | $2.08M | Buy |
13,435
+2,453
| +22% | +$380K | 0.36% | 51 |
|
|
2021
Q3 | $1.86M | Sell |
10,982
-75
| -0.7% | -$12.7K | 0.4% | 45 |
|
|
2021
Q2 | $1.94M | Buy |
11,057
+4,123
| +59% | +$725K | 0.43% | 49 |
|
|
2021
Q1 | $1.28M | Sell |
6,934
-2,963
| -30% | -$547K | 0.42% | 45 |
|
|
2020
Q4 | $1.79M | Buy |
9,897
+2,351
| +31% | +$426K | 0.52% | 38 |
|
|
2020
Q3 | $936K | Sell |
7,546
-2,870
| -28% | -$356K | 0.31% | 55 |
|
|
2020
Q2 | $1.16M | Buy |
10,416
+3,853
| +59% | +$430K | 0.37% | 46 |
|
|
2020
Q1 | $634K | Buy |
+6,563
| New | +$634K | 0.28% | 59 |
|
|
2019
Q4 | – | Sell |
-5,387
| Closed | -$702K | – | 243 |
|
|
2019
Q3 | $702K | Buy |
5,387
+194
| +4% | +$25.3K | 0.23% | 82 |
|
|
2019
Q2 | $725K | Buy |
5,193
+215
| +4% | +$30K | 0.23% | 89 |
|
|
2019
Q1 | $553K | Buy |
+4,978
| New | +$553K | 0.18% | 108 |
|