SEEDPG
S.E.E.D. Planning Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Sell |
5,056
-389
| -7% | -$48.2K | 0.2% | 57 |
|
|
2025
Q1 | $537K | Sell |
5,445
-375
| -6% | -$37K | 0.18% | 61 |
|
|
2024
Q4 | $648K | Sell |
5,820
-20,250
| -78% | -$2.25M | 0.22% | 62 |
|
|
2024
Q3 | $2.51M | Buy |
26,070
+6,143
| +31% | +$591K | 0.83% | 36 |
|
|
2024
Q2 | $1.98M | Buy |
19,927
+8,247
| +71% | +$819K | 0.72% | 40 |
|
|
2024
Q1 | $1.43M | Buy |
11,680
+2,855
| +32% | +$349K | 0.52% | 46 |
|
|
2023
Q4 | $797K | Buy |
8,825
+3,357
| +61% | +$303K | 0.32% | 49 |
|
|
2023
Q3 | $443K | Buy |
5,468
+385
| +8% | +$31.2K | 0.17% | 60 |
|
|
2023
Q2 | $454K | Sell |
5,083
-846
| -14% | -$75.5K | 0.16% | 63 |
|
|
2023
Q1 | $594K | Sell |
5,929
-344
| -5% | -$34.4K | 0.23% | 54 |
|
|
2022
Q4 | $545K | Buy |
+6,273
| New | +$545K | 0.24% | 53 |
|
|
2022
Q1 | – | Sell |
-5,051
| Closed | -$782K | – | 94 |
|
|
2021
Q4 | $782K | Hold |
5,051
| – | – | 0.34% | 47 |
|
|
2021
Q3 | $854K | Hold |
5,051
| – | – | 0.4% | 46 |
|
|
2021
Q2 | $888K | Sell |
5,051
-81
| -2% | -$14.2K | 0.44% | 45 |
|
|
2021
Q1 | $947K | Buy |
+5,132
| New | +$947K | 0.52% | 44 |
|
|
2020
Q1 | – | Sell |
-4,534
| Closed | -$656K | – | 51 |
|
|
2019
Q4 | $656K | Buy |
+4,534
| New | +$656K | 0.57% | 38 |
|