GFG
Goldstone Financial Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $814K | Buy |
6,565
+1,612
| +33% | +$200K | 0.11% | 115 |
|
|
2025
Q1 | $489K | Buy |
4,953
+1,234
| +33% | +$122K | 0.07% | 137 |
|
|
2024
Q4 | $414K | Sell |
3,719
-78
| -2% | -$8.69K | 0.06% | 140 |
|
|
2024
Q3 | $365K | Buy |
3,797
+60
| +2% | +$5.77K | 0.06% | 143 |
|
|
2024
Q2 | $371K | Buy |
3,737
+220
| +6% | +$21.8K | 0.07% | 128 |
|
|
2024
Q1 | $430K | Buy |
3,517
+129
| +4% | +$15.8K | 0.1% | 110 |
|
|
2023
Q4 | $306K | Buy |
3,388
+228
| +7% | +$20.6K | 0.08% | 122 |
|
|
2023
Q3 | $256K | Buy |
3,160
+35
| +1% | +$2.84K | 0.08% | 129 |
|
|
2023
Q2 | $279K | Buy |
3,125
+36
| +1% | +$3.21K | 0.08% | 130 |
|
|
2023
Q1 | $309K | Buy |
+3,089
| New | +$309K | 0.1% | 111 |
|