Gould Asset Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $289K | Sell |
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|
2025
Q2 | $337K | Sell |
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|
2025
Q1 | $283K | Buy |
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|
2024
Q4 | $269K | Hold |
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|
2024
Q3 | $233K | Sell |
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|
2024
Q2 | $250K | Hold |
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|
2024
Q1 | $308K | Hold |
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|
2023
Q4 | $228K | Hold |
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|
2023
Q3 | $204K | Hold |
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|
2023
Q2 | $225K | Hold |
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|
2023
Q1 | $252K | Hold |
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|
2022
Q4 | $219K | Hold |
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|
2022
Q3 | $238K | Hold |
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|
2022
Q2 | $238K | Sell |
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|
2022
Q1 | $356K | Sell |
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|
2021
Q4 | $437K | Hold |
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|
2021
Q3 | $477K | Sell |
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|
2021
Q2 | $829K | Buy |
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|
2021
Q1 | $810K | Buy |
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|
2020
Q4 | $572K | Buy |
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|
2020
Q3 | $375K | Hold |
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|
2020
Q2 | $337K | Sell |
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|
2020
Q1 | $302K | Buy |
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|
2019
Q4 | $433K | Hold |
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|
2019
Q3 | $390K | Buy |
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|
2019
Q2 | $418K | Hold |
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|
2019
Q1 | $332K | Buy |
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|
2018
Q4 | $317K | Hold |
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|
2018
Q3 | $338K | Buy |
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|
2018
Q2 | $290K | Hold |
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|
2018
Q1 | $278K | Sell |
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|
2017
Q4 | $302K | Sell |
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|
2017
Q3 | $306K | Buy |
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|
2017
Q2 | $330K | Buy |
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|
2017
Q1 | $349K | Buy |
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|
2016
Q4 | $288K | Buy |
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