Guardian 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 | $1.56M | Sell |
12,541
-104
| -0.8% | -$12.9K | 1.04% | 37 |
|
|
2025
Q1 | $1.25M | Buy |
12,645
+2,273
| +22% | +$224K | 0.83% | 42 |
|
|
2024
Q4 | $1.15M | Sell |
10,372
-1,377
| -12% | -$153K | 0.79% | 42 |
|
|
2024
Q3 | $1.13M | Sell |
11,749
-236
| -2% | -$22.7K | 0.8% | 42 |
|
|
2024
Q2 | $1.19M | Buy |
11,985
+123
| +1% | +$12.2K | 0.91% | 36 |
|
|
2024
Q1 | $1.45M | Sell |
11,862
-914
| -7% | -$112K | 1.12% | 32 |
|
|
2023
Q4 | $1.15M | Buy |
12,776
+1,086
| +9% | +$98.1K | 0.98% | 39 |
|
|
2023
Q3 | $947K | Sell |
11,690
-537
| -4% | -$43.5K | 0.89% | 43 |
|
|
2023
Q2 | $1.09M | Buy |
12,227
+257
| +2% | +$22.9K | 1% | 43 |
|
|
2023
Q1 | $1.2M | Buy |
11,970
+1,840
| +18% | +$184K | 1.15% | 35 |
|
|
2022
Q4 | $880K | Sell |
10,130
-1,382
| -12% | -$120K | 0.87% | 45 |
|
|
2022
Q3 | $1.09M | Buy |
11,512
+230
| +2% | +$21.7K | 1.23% | 36 |
|
|
2022
Q2 | $1.07M | Buy |
11,282
+798
| +8% | +$75.3K | 1.15% | 41 |
|
|
2022
Q1 | $1.44M | Buy |
10,484
+458
| +5% | +$62.8K | 1.43% | 29 |
|
|
2021
Q4 | $1.55M | Buy |
+10,026
| New | +$1.55M | 1.5% | 28 |
|