Gould Asset 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 | $337K | Sell |
2,719
-145
| -5% | -$18K | 0.07% | 130 |
|
|
2025
Q1 | $283K | Buy |
2,864
+444
| +18% | +$43.8K | 0.06% | 133 |
|
|
2024
Q4 | $269K | Hold |
2,420
| – | – | 0.06% | 136 |
|
|
2024
Q3 | $233K | Sell |
2,420
-100
| -4% | -$9.62K | 0.05% | 144 |
|
|
2024
Q2 | $250K | Hold |
2,520
| – | – | 0.06% | 139 |
|
|
2024
Q1 | $308K | Hold |
2,520
| – | – | 0.07% | 124 |
|
|
2023
Q4 | $228K | Hold |
2,520
| – | – | 0.06% | 141 |
|
|
2023
Q3 | $204K | Hold |
2,520
| – | – | 0.06% | 138 |
|
|
2023
Q2 | $225K | Hold |
2,520
| – | – | 0.06% | 131 |
|
|
2023
Q1 | $252K | Hold |
2,520
| – | – | 0.07% | 119 |
|
|
2022
Q4 | $219K | Hold |
2,520
| – | – | 0.07% | 138 |
|
|
2022
Q3 | $238K | Hold |
2,520
| – | – | 0.08% | 104 |
|
|
2022
Q2 | $238K | Sell |
2,520
-75
| -3% | -$7.08K | 0.08% | 120 |
|
|
2022
Q1 | $356K | Sell |
2,595
-225
| -8% | -$30.9K | 0.1% | 92 |
|
|
2021
Q4 | $437K | Hold |
2,820
| – | – | 0.12% | 84 |
|
|
2021
Q3 | $477K | Sell |
2,820
-1,895
| -40% | -$321K | 0.15% | 68 |
|
|
2021
Q2 | $829K | Buy |
4,715
+325
| +7% | +$57.1K | 0.24% | 55 |
|
|
2021
Q1 | $810K | Buy |
4,390
+1,235
| +39% | +$228K | 0.25% | 55 |
|
|
2020
Q4 | $572K | Buy |
3,155
+135
| +4% | +$24.5K | 0.17% | 67 |
|
|
2020
Q3 | $375K | Hold |
3,020
| – | – | 0.13% | 81 |
|
|
2020
Q2 | $337K | Sell |
3,020
-108
| -3% | -$12.1K | 0.12% | 86 |
|
|
2020
Q1 | $302K | Buy |
3,128
+133
| +4% | +$12.8K | 0.12% | 87 |
|
|
2019
Q4 | $433K | Hold |
2,995
| – | – | 0.14% | 81 |
|
|
2019
Q3 | $390K | Buy |
2,995
+1
| +0% | +$130 | 0.14% | 84 |
|
|
2019
Q2 | $418K | Hold |
2,994
| – | – | 0.15% | 78 |
|
|
2019
Q1 | $332K | Buy |
2,994
+101
| +3% | +$11.2K | 0.12% | 92 |
|
|
2018
Q4 | $317K | Hold |
2,893
| – | – | 0.13% | 83 |
|
|
2018
Q3 | $338K | Buy |
2,893
+127
| +5% | +$14.8K | 0.13% | 93 |
|
|
2018
Q2 | $290K | Hold |
2,766
| – | – | 0.13% | 93 |
|
|
2018
Q1 | $278K | Sell |
2,766
-40
| -1% | -$4.02K | 0.12% | 100 |
|
|
2017
Q4 | $302K | Sell |
2,806
-300
| -10% | -$32.3K | 0.13% | 93 |
|
|
2017
Q3 | $306K | Buy |
3,106
+1
| +0% | +$99 | 0.14% | 89 |
|
|
2017
Q2 | $330K | Buy |
3,105
+28
| +0.9% | +$2.98K | 0.16% | 81 |
|
|
2017
Q1 | $349K | Buy |
3,077
+314
| +11% | +$35.6K | 0.18% | 75 |
|
|
2016
Q4 | $288K | Buy |
+2,763
| New | +$288K | 0.15% | 87 |
|