Guardian Wealth Advisors (North Carolina)’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 | $1.74M | Buy |
13,996
+7,255
| +108% | +$902K | 0.12% | 98 |
|
|
2025
Q1 | $665K | Sell |
6,741
-40
| -0.6% | -$3.95K | 0.05% | 160 |
|
|
2024
Q4 | $755K | Buy |
6,781
+1,052
| +18% | +$117K | 0.06% | 153 |
|
|
2024
Q3 | $551K | Buy |
5,729
+120
| +2% | +$11.5K | 0.06% | 154 |
|
|
2024
Q2 | $557K | Sell |
5,609
-136
| -2% | -$13.5K | 0.07% | 140 |
|
|
2024
Q1 | $703K | Buy |
5,745
+243
| +4% | +$29.7K | 0.09% | 125 |
|
|
2023
Q4 | $497K | Buy |
5,502
+408
| +8% | +$36.8K | 0.08% | 136 |
|
|
2023
Q3 | $413K | Sell |
5,094
-577
| -10% | -$46.8K | 0.07% | 142 |
|
|
2023
Q2 | $506K | Buy |
5,671
+820
| +17% | +$73.2K | 0.09% | 123 |
|
|
2023
Q1 | $486K | Buy |
4,851
+1,209
| +33% | +$121K | 0.09% | 123 |
|
|
2022
Q4 | $316K | Sell |
3,642
-35
| -1% | -$3.04K | 0.06% | 146 |
|
|
2022
Q3 | $347K | Buy |
3,677
+802
| +28% | +$75.7K | 0.06% | 133 |
|
|
2022
Q2 | $271K | Buy |
+2,875
| New | +$271K | 0.05% | 156 |
|