Great Diamond Partners’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 | $690K | Buy |
5,562
+78
| +1% | +$9.67K | 0.15% | 131 |
|
|
2025
Q1 | $541K | Sell |
5,484
-621
| -10% | -$61.3K | 0.15% | 110 |
|
|
2024
Q4 | $680K | Buy |
6,105
+98
| +2% | +$10.9K | 0.18% | 102 |
|
|
2024
Q3 | $578K | Sell |
6,007
-3,979
| -40% | -$383K | 0.15% | 110 |
|
|
2024
Q2 | $992K | Sell |
9,986
-2
| -0% | -$199 | 0.23% | 92 |
|
|
2024
Q1 | $1.22M | Sell |
9,988
-1,381
| -12% | -$169K | 0.28% | 85 |
|
|
2023
Q4 | $1.03M | Buy |
11,369
+1,003
| +10% | +$90.6K | 0.25% | 87 |
|
|
2023
Q3 | $840K | Sell |
10,366
-625
| -6% | -$50.7K | 0.23% | 94 |
|
|
2023
Q2 | $981K | Buy |
10,991
+483
| +5% | +$43.1K | 0.26% | 89 |
|
|
2023
Q1 | $1.05M | Buy |
10,508
+496
| +5% | +$49.7K | 0.3% | 80 |
|
|
2022
Q4 | $870K | Sell |
10,012
-489
| -5% | -$42.5K | 0.27% | 87 |
|
|
2022
Q3 | $990K | Buy |
10,501
+727
| +7% | +$68.5K | 0.34% | 71 |
|
|
2022
Q2 | $922K | Buy |
9,774
+472
| +5% | +$44.5K | 0.31% | 79 |
|
|
2022
Q1 | $1.28M | Buy |
9,302
+1,293
| +16% | +$177K | 0.35% | 66 |
|
|
2021
Q4 | $1.24M | Sell |
8,009
-280
| -3% | -$43.4K | 0.32% | 68 |
|
|
2021
Q3 | $1.4M | Buy |
8,289
+1,459
| +21% | +$247K | 0.38% | 64 |
|
|
2021
Q2 | $1.2M | Buy |
6,830
+2
| +0% | +$351 | 0.34% | 69 |
|
|
2021
Q1 | $1.26M | Sell |
6,828
-661
| -9% | -$122K | 0.39% | 66 |
|
|
2020
Q4 | $1.36M | Buy |
7,489
+541
| +8% | +$98K | 0.43% | 56 |
|
|
2020
Q3 | $862K | Buy |
6,948
+138
| +2% | +$17.1K | 0.32% | 63 |
|
|
2020
Q2 | $759K | Buy |
6,810
+2,511
| +58% | +$280K | 0.31% | 63 |
|
|
2020
Q1 | $415K | Sell |
4,299
-104
| -2% | -$10K | 0.21% | 75 |
|
|
2019
Q4 | $636K | Buy |
+4,403
| New | +$636K | 0.24% | 70 |
|