GCA
Gradient Capital Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Sell |
3,011
-38
| -1% | -$4.71K | 0.11% | 116 |
|
|
2025
Q1 | $301K | Sell |
3,049
-127
| -4% | -$12.5K | 0.1% | 125 |
|
|
2024
Q4 | $354K | Sell |
3,176
-213
| -6% | -$23.7K | 0.11% | 112 |
|
|
2024
Q3 | $326K | Sell |
3,389
-406
| -11% | -$39.1K | 0.11% | 119 |
|
|
2024
Q2 | $377K | Buy |
3,795
+6
| +0.2% | +$596 | 0.13% | 107 |
|
|
2024
Q1 | $464K | Sell |
3,789
-186
| -5% | -$22.8K | 0.17% | 94 |
|
|
2023
Q4 | $359K | Buy |
3,975
+111
| +3% | +$10K | 0.14% | 108 |
|
|
2023
Q3 | $313K | Sell |
3,864
-196
| -5% | -$15.9K | 0.13% | 108 |
|
|
2023
Q2 | $362K | Sell |
4,060
-53
| -1% | -$4.73K | 0.15% | 100 |
|
|
2023
Q1 | $412K | Buy |
4,113
+150
| +4% | +$15K | 0.18% | 90 |
|
|
2022
Q4 | $344K | Sell |
3,963
-160
| -4% | -$13.9K | 0.16% | 96 |
|
|
2022
Q3 | $389K | Sell |
4,123
-394
| -9% | -$37.2K | 0.19% | 88 |
|
|
2022
Q2 | $426K | Sell |
4,517
-291
| -6% | -$27.4K | 0.2% | 85 |
|
|
2022
Q1 | $659K | Sell |
4,808
-443
| -8% | -$60.7K | 0.28% | 72 |
|
|
2021
Q4 | $813K | Buy |
5,251
+292
| +6% | +$45.2K | 0.34% | 64 |
|
|
2021
Q3 | $839K | Buy |
4,959
+25
| +0.5% | +$4.23K | 0.38% | 55 |
|
|
2021
Q2 | $867K | Sell |
4,934
-25
| -0.5% | -$4.39K | 0.41% | 50 |
|
|
2021
Q1 | $915K | Buy |
4,959
+29
| +0.6% | +$5.35K | 0.48% | 45 |
|
|
2020
Q4 | $893K | Sell |
4,930
-907
| -16% | -$164K | 0.51% | 43 |
|
|
2020
Q3 | $724K | Buy |
5,837
+200
| +4% | +$24.8K | 0.45% | 50 |
|
|
2020
Q2 | $629K | Sell |
5,637
-23
| -0.4% | -$2.57K | 0.43% | 53 |
|
|
2020
Q1 | $547K | Sell |
5,660
-218
| -4% | -$21.1K | 0.44% | 50 |
|
|
2019
Q4 | $850K | Sell |
5,878
-426
| -7% | -$61.6K | 0.59% | 38 |
|
|
2019
Q3 | $822K | Sell |
6,304
-197
| -3% | -$25.7K | 0.61% | 40 |
|
|
2019
Q2 | $908K | Buy |
6,501
+4,624
| +246% | +$646K | 0.7% | 36 |
|
|
2019
Q1 | $208K | Buy |
1,877
+12
| +0.6% | +$1.33K | 0.17% | 85 |
|
|
2018
Q4 | $204K | Sell |
1,865
-200
| -10% | -$21.9K | 0.18% | 85 |
|
|
2018
Q3 | $241K | Buy |
+2,065
| New | +$241K | 0.2% | 80 |
|