GA
Goldstein Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Sell |
3,549
-122
| -3% | -$15.1K | 0.06% | 102 |
|
|
2025
Q1 | $362K | Sell |
3,671
-839
| -19% | -$82.8K | 0.05% | 119 |
|
|
2024
Q4 | $502K | Sell |
4,510
-837
| -16% | -$93.2K | 0.07% | 92 |
|
|
2024
Q3 | $514K | Sell |
5,347
-47
| -0.9% | -$4.52K | 0.08% | 86 |
|
|
2024
Q2 | $536K | Sell |
5,394
-1,638
| -23% | -$163K | 0.09% | 78 |
|
|
2024
Q1 | $860K | Sell |
7,032
-326
| -4% | -$39.9K | 0.15% | 55 |
|
|
2023
Q4 | $664K | Sell |
7,358
-80
| -1% | -$7.22K | 0.11% | 89 |
|
|
2023
Q3 | $603K | Sell |
7,438
-333
| -4% | -$27K | 0.13% | 64 |
|
|
2023
Q2 | $694K | Buy |
7,771
+106
| +1% | +$9.46K | 0.15% | 59 |
|
|
2023
Q1 | $768K | Buy |
7,665
+244
| +3% | +$24.4K | 0.17% | 57 |
|
|
2022
Q4 | $645K | Buy |
+7,421
| New | +$645K | 0.16% | 62 |
|