Graybill Wealth 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 | $4.51M | Buy |
36,401
+302
| +0.8% | +$37.5K | 1.47% | 31 |
|
|
2025
Q1 | $3.56M | Buy |
+36,099
| New | +$3.56M | 1.22% | 38 |
|
|
2024
Q3 | $3.2M | Sell |
33,281
-18
| -0.1% | -$1.73K | 1.19% | 39 |
|
|
2024
Q2 | $3.31M | Buy |
33,299
+916
| +3% | +$90.9K | 1.34% | 38 |
|
|
2024
Q1 | $3.96M | Sell |
32,383
-63
| -0.2% | -$7.71K | 1.67% | 33 |
|
|
2023
Q4 | $2.93M | Buy |
32,446
+414
| +1% | +$37.4K | 1.3% | 40 |
|
|
2023
Q3 | $2.6M | Buy |
32,032
+507
| +2% | +$41.1K | 1.27% | 41 |
|
|
2023
Q2 | $2.81M | Sell |
31,525
-199
| -0.6% | -$17.8K | 1.34% | 40 |
|
|
2023
Q1 | $3.18M | Buy |
31,724
+420
| +1% | +$42.1K | 1.62% | 31 |
|
|
2022
Q4 | $2.72M | Buy |
31,304
+267
| +0.9% | +$23.2K | 1.47% | 35 |
|
|
2022
Q3 | $2.93M | Buy |
31,037
+474
| +2% | +$44.7K | 1.74% | 30 |
|
|
2022
Q2 | $2.89M | Sell |
30,563
-619
| -2% | -$58.4K | 1.6% | 33 |
|
|
2022
Q1 | $4.28M | Buy |
31,182
+1,667
| +6% | +$229K | 2.09% | 17 |
|
|
2021
Q4 | $4.57M | Buy |
29,515
+149
| +0.5% | +$23.1K | 2.07% | 20 |
|
|
2021
Q3 | $4.97M | Buy |
29,366
+189
| +0.6% | +$32K | 2.45% | 11 |
|
|
2021
Q2 | $5.13M | Buy |
29,177
+148
| +0.5% | +$26K | 2.53% | 13 |
|
|
2021
Q1 | $5.36M | Buy |
29,029
+87
| +0.3% | +$16.1K | 2.84% | 8 |
|
|
2020
Q4 | $5.24M | Buy |
28,942
+124
| +0.4% | +$22.5K | 2.96% | 9 |
|
|
2020
Q3 | $3.58M | Buy |
28,818
+215
| +0.8% | +$26.7K | 2.33% | 16 |
|
|
2020
Q2 | $3.19M | Sell |
28,603
-524
| -2% | -$58.4K | 2.35% | 21 |
|
|
2020
Q1 | $2.81M | Buy |
29,127
+875
| +3% | +$84.5K | 2.49% | 21 |
|
|
2019
Q4 | $4.09M | Buy |
28,252
+157
| +0.6% | +$22.7K | 2.55% | 16 |
|
|
2019
Q3 | $3.66M | Buy |
28,095
+859
| +3% | +$112K | 2.48% | 18 |
|
|
2019
Q2 | $3.8M | Buy |
27,236
+175
| +0.6% | +$24.4K | 2.61% | 20 |
|
|
2019
Q1 | $3M | Buy |
+27,061
| New | +$3M | 2.1% | 29 |
|