Greystone Financial Group’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$8.66M Sell
2025
Q2
$12.7M Sell
2025
Q1
$10.4M Buy
2024
Q4
$9.49M Buy
2024
Q3
$7.24M Buy
2024
Q2
Sell
2024
Q1
$405K Sell
2023
Q4
$334K Buy
2023
Q3
$295K Buy
2022
Q2
Sell
2022
Q1
$1.67M Buy
2021
Q4
$1.3M Buy
2021
Q3
$1.08M Sell
2021
Q2
$1.3M Buy
2021
Q1
$1.35M Buy
2020
Q4
$556K Buy