Great Lakes Retirement’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 | $943K | Buy |
7,571
+419
| +6% | +$52.2K | 0.11% | 147 |
|
|
2025
Q1 | $706K | Buy |
7,152
+726
| +11% | +$71.7K | 0.09% | 156 |
|
|
2024
Q4 | $716K | Buy |
6,426
+304
| +5% | +$33.9K | 0.09% | 158 |
|
|
2024
Q3 | $589K | Buy |
6,122
+477
| +8% | +$45.9K | 0.08% | 164 |
|
|
2024
Q2 | $560K | Buy |
5,645
+622
| +12% | +$61.8K | 0.08% | 163 |
|
|
2024
Q1 | $615K | Buy |
+5,023
| New | +$615K | 0.09% | 160 |
|
|
2020
Q1 | $808K | Buy |
8,392
+437
| +5% | +$42.1K | 0.37% | 37 |
|
|
2019
Q4 | $1.14M | Buy |
+7,955
| New | +$1.14M | 0.35% | 55 |
|