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
Q4
Sell
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