Gradient Investments’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 | $710K | Buy |
5,725
+203
| +4% | +$25.2K | 0.01% | 262 |
|
|
2025
Q1 | $545K | Buy |
5,522
+1,808
| +49% | +$178K | 0.01% | 234 |
|
|
2024
Q4 | $414K | Sell |
3,714
-236
| -6% | -$26.3K | 0.01% | 246 |
|
|
2024
Q3 | $380K | Sell |
3,950
-651
| -14% | -$62.6K | 0.01% | 247 |
|
|
2024
Q2 | $457K | Buy |
4,601
+717
| +18% | +$71.2K | 0.01% | 249 |
|
|
2024
Q1 | $475K | Sell |
3,884
-4,849
| -56% | -$593K | 0.01% | 230 |
|
|
2023
Q4 | $789K | Sell |
8,733
-193
| -2% | -$17.4K | 0.02% | 201 |
|
|
2023
Q3 | $723K | Buy |
8,926
+240
| +3% | +$19.5K | 0.02% | 192 |
|
|
2023
Q2 | $776K | Buy |
8,686
+129
| +2% | +$11.5K | 0.02% | 189 |
|
|
2023
Q1 | $857K | Sell |
8,557
-227
| -3% | -$22.7K | 0.02% | 182 |
|
|
2022
Q4 | $763K | Sell |
8,784
-128
| -1% | -$11.1K | 0.02% | 198 |
|
|
2022
Q3 | $841K | Sell |
8,912
-180
| -2% | -$17K | 0.03% | 188 |
|
|
2022
Q2 | $858K | Buy |
9,092
+325
| +4% | +$30.7K | 0.03% | 186 |
|
|
2022
Q1 | $1.2M | Sell |
8,767
-92
| -1% | -$12.6K | 0.03% | 172 |
|
|
2021
Q4 | $1.37M | Buy |
8,859
+436
| +5% | +$67.5K | 0.03% | 164 |
|
|
2021
Q3 | $1.43M | Buy |
8,423
+384
| +5% | +$65K | 0.04% | 167 |
|
|
2021
Q2 | $1.41M | Buy |
8,039
+512
| +7% | +$90K | 0.04% | 168 |
|
|
2021
Q1 | $1.39M | Sell |
7,527
-67
| -0.9% | -$12.4K | 0.05% | 173 |
|
|
2020
Q4 | $942K | Hold |
7,594
| – | – | 0.04% | 159 |
|
|
2020
Q3 | $942K | Buy |
7,594
+700
| +10% | +$86.8K | 0.04% | 161 |
|
|
2020
Q2 | $769K | Buy |
6,894
+297
| +5% | +$33.1K | 0.04% | 168 |
|
|
2020
Q1 | $637K | Sell |
6,597
-11,360
| -63% | -$1.1M | 0.03% | 188 |
|
|
2019
Q4 | $2.6M | Buy |
17,957
+1,171
| +7% | +$169K | 0.12% | 118 |
|
|
2019
Q3 | $2.19M | Buy |
16,786
+2,921
| +21% | +$381K | 0.11% | 124 |
|
|
2019
Q2 | $1.94M | Buy |
13,865
+6,252
| +82% | +$873K | 0.1% | 120 |
|
|
2019
Q1 | $845K | Buy |
7,613
+1,823
| +31% | +$202K | 0.05% | 148 |
|
|
2018
Q4 | $635K | Buy |
5,790
+533
| +10% | +$58.5K | 0.04% | 167 |
|
|
2018
Q3 | $615K | Buy |
5,257
+297
| +6% | +$34.7K | 0.03% | 182 |
|
|
2018
Q2 | $520K | Sell |
4,960
-44
| -0.9% | -$4.61K | 0.03% | 189 |
|
|
2018
Q1 | $503K | Buy |
5,004
+220
| +5% | +$22.1K | 0.03% | 187 |
|
|
2017
Q4 | $514K | Buy |
4,784
+34
| +0.7% | +$3.65K | 0.03% | 178 |
|
|
2017
Q3 | $468K | Buy |
4,750
+79
| +2% | +$7.78K | 0.03% | 163 |
|
|
2017
Q2 | $496K | Buy |
4,671
+35
| +0.8% | +$3.72K | 0.03% | 159 |
|
|
2017
Q1 | $526K | Buy |
4,636
+112
| +2% | +$12.7K | 0.04% | 126 |
|
|
2016
Q4 | $472K | Buy |
4,524
+181
| +4% | +$18.9K | 0.04% | 129 |
|
|
2016
Q3 | $403K | Sell |
4,343
-153
| -3% | -$14.2K | 0.04% | 133 |
|
|
2016
Q2 | $440K | Buy |
4,496
+125
| +3% | +$12.2K | 0.05% | 123 |
|
|
2016
Q1 | $434K | Buy |
4,371
+85
| +2% | +$8.44K | 0.05% | 111 |
|
|
2015
Q4 | $450K | Sell |
4,286
-4,530
| -51% | -$476K | 0.06% | 127 |
|
|
2015
Q3 | $901K | Buy |
8,816
+110
| +1% | +$11.2K | 0.13% | 104 |
|
|
2015
Q2 | $994K | Sell |
8,706
-538
| -6% | -$61.4K | 0.14% | 109 |
|
|
2015
Q1 | $970K | Buy |
9,244
+544
| +6% | +$57.1K | 0.15% | 108 |
|
|
2014
Q4 | $819K | Hold |
8,700
| – | – | 0.13% | 107 |
|
|
2014
Q3 | $775K | Buy |
8,700
+4,592
| +112% | +$409K | 0.14% | 107 |
|
|
2014
Q2 | $352K | Buy |
4,108
+3,357
| +447% | +$288K | 0.07% | 143 |
|
|
2014
Q1 | $60K | Buy |
751
+224
| +43% | +$17.9K | 0.01% | 190 |
|
|
2013
Q4 | $40K | Buy |
527
+100
| +23% | +$7.59K | 0.01% | 241 |
|
|
2013
Q3 | $28K | Sell |
427
-93
| -18% | -$6.1K | 0.01% | 206 |
|
|
2013
Q2 | $33K | Buy |
+520
| New | +$33K | 0.01% | 199 |
|