Greenwich 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 | $478K | Buy |
3,853
+17
| +0.4% | +$2.11K | 0.02% | 180 |
|
|
2025
Q1 | $379K | Sell |
3,836
-236
| -6% | -$23.3K | 0.03% | 188 |
|
|
2024
Q4 | $453K | Buy |
4,072
+236
| +6% | +$26.3K | 0.03% | 177 |
|
|
2024
Q3 | $369K | Sell |
3,836
-209
| -5% | -$20.1K | 0.03% | 188 |
|
|
2024
Q2 | $402K | Sell |
4,045
-64
| -2% | -$6.36K | 0.03% | 180 |
|
|
2024
Q1 | $503K | Buy |
4,109
+385
| +10% | +$47.1K | 0.04% | 163 |
|
|
2023
Q4 | $336K | Sell |
3,724
-41
| -1% | -$3.7K | 0.03% | 181 |
|
|
2023
Q3 | $305K | Hold |
3,765
| – | – | 0.03% | 180 |
|
|
2023
Q2 | $336K | Hold |
3,765
| – | – | 0.04% | 175 |
|
|
2023
Q1 | $377K | Sell |
3,765
-45
| -1% | -$4.51K | 0.04% | 170 |
|
|
2022
Q4 | $331K | Hold |
3,810
| – | – | 0.04% | 178 |
|
|
2022
Q3 | $359K | Buy |
3,810
+518
| +16% | +$48.8K | 0.04% | 175 |
|
|
2022
Q2 | $311K | Sell |
3,292
-840
| -20% | -$79.4K | 0.04% | 194 |
|
|
2022
Q1 | $567K | Sell |
4,132
-29
| -0.7% | -$3.98K | 0.06% | 152 |
|
|
2021
Q4 | $645K | Buy |
4,161
+315
| +8% | +$48.8K | 0.05% | 145 |
|
|
2021
Q3 | $651K | Buy |
3,846
+1,382
| +56% | +$234K | 0.05% | 141 |
|
|
2021
Q2 | $433K | Buy |
2,464
+1,153
| +88% | +$203K | 0.04% | 156 |
|
|
2021
Q1 | $242K | Sell |
1,311
-416
| -24% | -$76.8K | 0.02% | 181 |
|
|
2020
Q4 | $313K | Sell |
1,727
-159
| -8% | -$28.8K | 0.03% | 152 |
|
|
2020
Q3 | $234K | Sell |
1,886
-235
| -11% | -$29.2K | 0.04% | 168 |
|
|
2020
Q2 | $237K | Buy |
+2,121
| New | +$237K | 0.05% | 158 |
|
|
2017
Q1 | – | Sell |
-3,196
| Closed | -$333K | – | 192 |
|
|
2016
Q4 | $333K | Buy |
3,196
+153
| +5% | +$15.9K | 0.04% | 146 |
|
|
2016
Q3 | $283K | Buy |
3,043
+188
| +7% | +$17.5K | 0.05% | 160 |
|
|
2016
Q2 | $279K | Buy |
2,855
+259
| +10% | +$25.3K | 0.07% | 157 |
|
|
2016
Q1 | $258K | Buy |
2,596
+45
| +2% | +$4.47K | 0.07% | 159 |
|
|
2015
Q4 | $268K | Buy |
2,551
+300
| +13% | +$31.5K | 0.07% | 126 |
|
|
2015
Q3 | $230K | Buy |
+2,251
| New | +$230K | 0.06% | 147 |
|