Gryphon Financial Partners’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 | $672K | Buy |
5,420
+1,539
| +40% | +$191K | 0.09% | 154 |
|
|
2025
Q1 | $383K | Buy |
3,881
+111
| +3% | +$11K | 0.06% | 186 |
|
|
2024
Q4 | $420K | Sell |
3,770
-438
| -10% | -$48.8K | 0.06% | 171 |
|
|
2024
Q3 | $405K | Buy |
4,208
+338
| +9% | +$32.5K | 0.05% | 190 |
|
|
2024
Q2 | $384K | Buy |
3,870
+87
| +2% | +$8.64K | 0.06% | 191 |
|
|
2024
Q1 | $463K | Sell |
3,783
-2,901
| -43% | -$355K | 0.08% | 165 |
|
|
2023
Q4 | $842K | Buy |
+6,684
| New | +$842K | 0.15% | 100 |
|
|
2023
Q2 | – | Sell |
-3,630
| Closed | -$363K | – | 210 |
|
|
2023
Q1 | $363K | Sell |
3,630
-505
| -12% | -$50.6K | 0.08% | 132 |
|
|
2022
Q4 | $359K | Sell |
4,135
-1,147
| -22% | -$99.7K | 0.09% | 133 |
|
|
2022
Q3 | $498K | Buy |
5,282
+1,047
| +25% | +$98.7K | 0.13% | 95 |
|
|
2022
Q2 | $400K | Sell |
4,235
-252
| -6% | -$23.8K | 0.1% | 121 |
|
|
2022
Q1 | $616K | Buy |
4,487
+217
| +5% | +$29.8K | 0.13% | 95 |
|
|
2021
Q4 | $662K | Sell |
4,270
-630
| -13% | -$97.7K | 0.13% | 98 |
|
|
2021
Q3 | $829K | Buy |
4,900
+1,548
| +46% | +$262K | 0.18% | 67 |
|
|
2021
Q2 | $504K | Buy |
3,352
+277
| +9% | +$41.6K | 0.11% | 89 |
|
|
2021
Q1 | $567K | Buy |
3,075
+90
| +3% | +$16.6K | 0.13% | 80 |
|
|
2020
Q4 | $541K | Sell |
2,985
-160
| -5% | -$29K | 0.14% | 81 |
|
|
2020
Q3 | $393K | Buy |
+3,145
| New | +$393K | 0.12% | 101 |
|
|
2020
Q2 | – | Sell |
-2,106
| Closed | -$204K | – | 141 |
|
|
2020
Q1 | $204K | Sell |
2,106
-159
| -7% | -$15.4K | 0.08% | 133 |
|
|
2019
Q4 | $328K | Buy |
2,265
+247
| +12% | +$35.8K | 0.09% | 129 |
|
|
2019
Q3 | $263K | Buy |
+2,018
| New | +$263K | 0.08% | 139 |
|
|
2018
Q3 | – | Sell |
-900
| Closed | -$94K | – | 332 |
|
|
2018
Q2 | $94K | Sell |
900
-44
| -5% | -$4.6K | 0.04% | 139 |
|
|
2018
Q1 | $95K | Sell |
944
-449
| -32% | -$45.2K | 0.05% | 146 |
|
|
2017
Q4 | $150K | Buy |
+1,393
| New | +$150K | 0.09% | 101 |
|