Gries Financial’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 | $263K | Sell |
2,120
-4
| -0.2% | -$496 | 0.05% | 239 |
|
|
2025
Q1 | $210K | Buy |
+2,124
| New | +$210K | 0.04% | 264 |
|
|
2024
Q4 | – | Sell |
-2,363
| Closed | -$227K | – | 287 |
|
|
2024
Q3 | $227K | Sell |
2,363
-489
| -17% | -$47K | 0.04% | 240 |
|
|
2024
Q2 | $283K | Buy |
2,852
+370
| +15% | +$36.7K | 0.06% | 193 |
|
|
2024
Q1 | $304K | Buy |
2,482
+216
| +10% | +$26.4K | 0.05% | 221 |
|
|
2023
Q4 | $205K | Buy |
+2,266
| New | +$205K | 0.05% | 208 |
|
|
2023
Q2 | – | Sell |
-2,070
| Closed | -$207K | – | 159 |
|
|
2023
Q1 | $207K | Sell |
2,070
-577
| -22% | -$57.8K | 0.06% | 159 |
|
|
2022
Q4 | $230K | Sell |
2,647
-179
| -6% | -$15.6K | 0.08% | 144 |
|
|
2022
Q3 | $267K | Buy |
2,826
+360
| +15% | +$34K | 0.11% | 127 |
|
|
2022
Q2 | $233K | Buy |
2,466
+144
| +6% | +$13.6K | 0.11% | 114 |
|
|
2022
Q1 | $319K | Buy |
2,322
+140
| +6% | +$19.2K | 0.12% | 128 |
|
|
2021
Q4 | $338K | Sell |
2,182
-268
| -11% | -$41.5K | 0.14% | 127 |
|
|
2021
Q3 | $415K | Sell |
2,450
-5,973
| -71% | -$1.01M | 0.13% | 114 |
|
|
2021
Q2 | $1.45M | Buy |
8,423
+247
| +3% | +$42.6K | 0.47% | 64 |
|
|
2021
Q1 | $1.46M | Buy |
+8,176
| New | +$1.46M | 0.47% | 67 |
|