Greenhouse 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 | $369K | Sell |
2,977
-85
| -3% | -$10.5K | 0.24% | 40 |
|
|
2025
Q1 | $302K | Sell |
3,062
-102
| -3% | -$10.1K | 0.23% | 40 |
|
|
2024
Q4 | $352K | Buy |
3,164
+1
| +0% | +$111 | 0.23% | 45 |
|
|
2024
Q3 | $304K | Buy |
3,163
+9
| +0.3% | +$866 | 0.21% | 44 |
|
|
2024
Q2 | $313K | Hold |
3,154
| – | – | 0.23% | 42 |
|
|
2024
Q1 | $386K | Buy |
3,154
+6
| +0.2% | +$734 | 0.29% | 37 |
|
|
2023
Q4 | $284K | Hold |
3,148
| – | – | 0.23% | 45 |
|
|
2023
Q3 | $255K | Buy |
+3,148
| New | +$255K | 0.23% | 44 |
|
|
2023
Q2 | – | Sell |
-2,148
| Closed | -$215K | – | 54 |
|
|
2023
Q1 | $215K | Buy |
+2,148
| New | +$215K | 0.2% | 51 |
|
|
2022
Q4 | – | Sell |
-2,607
| Closed | -$246K | – | 52 |
|
|
2022
Q3 | $246K | Sell |
2,607
-899
| -26% | -$84.8K | 0.27% | 39 |
|
|
2022
Q2 | $331K | Buy |
3,506
+239
| +7% | +$22.6K | 0.36% | 34 |
|
|
2022
Q1 | $448K | Sell |
3,267
-748
| -19% | -$103K | 0.42% | 32 |
|
|
2021
Q4 | $622K | Hold |
4,015
| – | – | 0.56% | 25 |
|
|
2021
Q3 | $679K | Hold |
4,015
| – | – | 0.64% | 23 |
|
|
2021
Q2 | $706K | Hold |
4,015
| – | – | 0.66% | 23 |
|
|
2021
Q1 | $741K | Buy |
4,015
+487
| +14% | +$89.9K | 0.74% | 20 |
|
|
2020
Q4 | $639K | Buy |
+3,528
| New | +$639K | 0.63% | 25 |
|