GVAG
Great Valley Advisor Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
11,590
-41,828
| -78% | -$5.19M | 0.03% | 381 |
|
|
2025
Q1 | $5.27M | Buy |
53,418
+656
| +1% | +$64.7K | 0.11% | 170 |
|
|
2024
Q4 | $5.88M | Sell |
52,762
-8,126
| -13% | -$905K | 0.13% | 153 |
|
|
2024
Q3 | $5.86M | Buy |
60,888
+2,259
| +4% | +$217K | 0.14% | 153 |
|
|
2024
Q2 | $5.82M | Buy |
58,629
+6,219
| +12% | +$618K | 0.16% | 138 |
|
|
2024
Q1 | $6.41M | Sell |
52,410
-5,067
| -9% | -$620K | 0.19% | 122 |
|
|
2023
Q4 | $5.19M | Buy |
57,477
+15,637
| +37% | +$1.41M | 0.18% | 132 |
|
|
2023
Q3 | $3.39M | Sell |
41,840
-27,215
| -39% | -$2.21M | 0.14% | 165 |
|
|
2023
Q2 | $6.17M | Sell |
69,055
-1,354
| -2% | -$121K | 0.26% | 102 |
|
|
2023
Q1 | $7.05M | Sell |
70,409
-5,999
| -8% | -$601K | 0.33% | 81 |
|
|
2022
Q4 | $6.64M | Buy |
76,408
+11,909
| +18% | +$1.03M | 0.34% | 75 |
|
|
2022
Q3 | $6.09M | Buy |
64,499
+24,263
| +60% | +$2.29M | 0.34% | 71 |
|
|
2022
Q2 | $3.8M | Sell |
40,236
-743
| -2% | -$70.1K | 0.21% | 127 |
|
|
2022
Q1 | $5.85M | Sell |
40,979
-1,532
| -4% | -$219K | 0.34% | 79 |
|
|
2021
Q4 | $6.75M | Buy |
42,511
+6,326
| +17% | +$1M | 0.42% | 61 |
|
|
2021
Q3 | $6.12M | Buy |
36,185
+54
| +0.1% | +$9.14K | 0.42% | 58 |
|
|
2021
Q2 | $6.45M | Sell |
36,131
-1,170
| -3% | -$209K | 0.48% | 49 |
|
|
2021
Q1 | $6.88M | Sell |
37,301
-7,086
| -16% | -$1.31M | 0.66% | 32 |
|
|
2020
Q4 | $8.04M | Buy |
44,387
+9,922
| +29% | +$1.8M | 0.83% | 21 |
|
|
2020
Q3 | $4.28M | Buy |
34,465
+6,957
| +25% | +$863K | 0.52% | 43 |
|
|
2020
Q2 | $3.07M | Buy |
27,508
+13,899
| +102% | +$1.55M | 0.5% | 52 |
|
|
2020
Q1 | $1.32M | Sell |
13,609
-4,612
| -25% | -$446K | 0.35% | 89 |
|
|
2019
Q4 | $2.64M | Buy |
18,221
+3,402
| +23% | +$492K | 0.59% | 46 |
|
|
2019
Q3 | $1.93M | Buy |
14,819
+1,666
| +13% | +$217K | 0.47% | 65 |
|
|
2019
Q2 | $1.84M | Buy |
13,153
+4,021
| +44% | +$562K | 0.46% | 68 |
|
|
2019
Q1 | $1.01M | Sell |
9,132
-6,827
| -43% | -$758K | 0.32% | 88 |
|
|
2018
Q4 | $1.6M | Buy |
+15,959
| New | +$1.6M | 0.6% | 40 |
|