GSB 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 | $393K | Sell |
3,173
-175
| -5% | -$21.7K | 0.1% | 160 |
|
2025
Q1 | $330K | Buy |
3,348
+30
| +0.9% | +$2.96K | 0.09% | 162 |
|
2024
Q4 | $369K | Sell |
3,318
-655
| -16% | -$72.9K | 0.1% | 160 |
|
2024
Q3 | $382K | Sell |
3,973
-200
| -5% | -$19.2K | 0.1% | 158 |
|
2024
Q2 | $414K | Sell |
4,173
-12
| -0.3% | -$1.19K | 0.11% | 152 |
|
2024
Q1 | $512K | Buy |
4,185
+634
| +18% | +$77.6K | 0.14% | 142 |
|
2023
Q4 | $321K | Sell |
3,551
-500
| -12% | -$45.1K | 0.1% | 161 |
|
2023
Q3 | $328K | Sell |
4,051
-13,392
| -77% | -$1.09M | 0.11% | 151 |
|
2023
Q2 | $1.56M | Buy |
17,443
+920
| +6% | +$82.1K | 0.51% | 68 |
|
2023
Q1 | $1.65M | Buy |
16,523
+10
| +0.1% | +$1K | 0.54% | 64 |
|
2022
Q4 | $1.43M | Sell |
16,513
-1,760
| -10% | -$153K | 0.51% | 70 |
|
2022
Q3 | $1.72M | Sell |
18,273
-1,645
| -8% | -$155K | 0.63% | 53 |
|
2022
Q2 | $1.88M | Buy |
19,918
+5,745
| +41% | +$542K | 0.64% | 49 |
|
2022
Q1 | $1.94M | Buy |
14,173
+420
| +3% | +$57.6K | 0.57% | 59 |
|
2021
Q4 | $2.13M | Buy |
13,753
+12,573
| +1,066% | +$1.95M | 0.61% | 51 |
|
2021
Q3 | $200K | Sell |
1,180
-12,623
| -91% | -$2.14M | 0.1% | 153 |
|
2021
Q2 | $2.43M | Hold |
13,803
| – | – | 0.76% | 36 |
|
2021
Q1 | $2.55M | Buy |
+13,803
| New | +$2.55M | 0.85% | 35 |
|