Guardian Investment Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,683
| Closed | -$2.15M | – | 58 |
|
|
2024
Q3 | $2.15M | Hold |
21,683
| – | – | 1.85% | 16 |
|
|
2024
Q2 | $2.15M | Buy |
21,683
+18,433
| +567% | +$1.83M | 1.54% | 23 |
|
|
2024
Q1 | $398K | Sell |
3,250
-700
| -18% | -$85.7K | 0.32% | 54 |
|
|
2023
Q4 | $357K | Buy |
3,950
+50
| +1% | +$4.51K | 0.3% | 53 |
|
|
2023
Q3 | $316K | Buy |
3,900
+50
| +1% | +$4.05K | 0.29% | 53 |
|
|
2023
Q2 | $344K | Sell |
3,850
-832
| -18% | -$74.3K | 0.29% | 55 |
|
|
2023
Q1 | $864K | Buy |
4,682
+707
| +18% | +$130K | 0.65% | 45 |
|
|
2022
Q4 | $345K | Sell |
3,975
-625
| -14% | -$54.3K | 0.33% | 54 |
|
|
2022
Q3 | $434K | Sell |
4,600
-5,400
| -54% | -$509K | 0.44% | 48 |
|
|
2022
Q2 | $944K | Hold |
10,000
| – | – | 0.82% | 40 |
|
|
2022
Q1 | $1.37M | Buy |
+10,000
| New | +$1.37M | 1.07% | 37 |
|
|
2020
Q3 | – | Sell |
-11,362
| Closed | -$1.27M | – | 56 |
|
|
2020
Q2 | $1.27M | Sell |
11,362
-1,000
| -8% | -$112K | 1.15% | 30 |
|
|
2020
Q1 | $1.2M | Buy |
+12,362
| New | +$1.2M | 1.22% | 31 |
|