Gradient Capital Advisors’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 | $348K | Buy |
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|
2025
Q2 | $373K | Sell |
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|
2025
Q1 | $301K | Sell |
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|
2024
Q4 | $354K | Sell |
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|
2024
Q3 | $326K | Sell |
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|
2024
Q2 | $377K | Buy |
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|
2024
Q1 | $464K | Sell |
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|
2023
Q4 | $359K | Buy |
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|
2023
Q3 | $313K | Sell |
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|
2023
Q2 | $362K | Sell |
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|
2023
Q1 | $412K | Buy |
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|
2022
Q4 | $344K | Sell |
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|
2022
Q3 | $389K | Sell |
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|
2022
Q2 | $426K | Sell |
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|
2022
Q1 | $659K | Sell |
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|
2021
Q4 | $813K | Buy |
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|
2021
Q3 | $839K | Buy |
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|
2021
Q2 | $867K | Sell |
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|
2021
Q1 | $915K | Buy |
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|
2020
Q4 | $893K | Sell |
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|
2020
Q3 | $724K | Buy |
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|
2020
Q2 | $629K | Sell |
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|
2020
Q1 | $547K | Sell |
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|
2019
Q4 | $850K | Sell |
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|
2019
Q3 | $822K | Sell |
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|
2019
Q2 | $908K | Buy |
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|
2019
Q1 | $208K | Buy |
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|
2018
Q4 | $204K | Sell |
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|
2018
Q3 | $241K | Buy |
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