1776 Wealth’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,244
| Closed | -$223K | – | 145 |
|
|
2024
Q2 | $223K | Buy |
2,244
+190
| +9% | +$18.9K | 0.1% | 135 |
|
|
2024
Q1 | $251K | Sell |
2,054
-543
| -21% | -$66.4K | 0.12% | 117 |
|
|
2023
Q4 | $234K | Hold |
2,597
| – | – | 0.12% | 117 |
|
|
2023
Q3 | $210K | Sell |
2,597
-150
| -5% | -$12.2K | 0.11% | 119 |
|
|
2023
Q2 | $245K | Sell |
2,747
-105
| -4% | -$9.37K | 0.13% | 113 |
|
|
2023
Q1 | $286K | Buy |
2,852
+43
| +2% | +$4.31K | 0.17% | 101 |
|
|
2022
Q4 | $244K | Sell |
2,809
-9
| -0.3% | -$782 | 0.18% | 106 |
|
|
2022
Q3 | $265K | Hold |
2,818
| – | – | 0.2% | 87 |
|
|
2022
Q2 | $262K | Sell |
2,818
-1,000
| -26% | -$93K | 0.18% | 98 |
|
|
2022
Q1 | $511K | Hold |
3,818
| – | – | 0.3% | 66 |
|
|
2021
Q4 | $591K | Sell |
3,818
-488
| -11% | -$75.5K | 0.32% | 60 |
|
|
2021
Q3 | $728K | Sell |
4,306
-827
| -16% | -$140K | 0.41% | 42 |
|
|
2021
Q2 | $902K | Hold |
5,133
| – | – | 0.51% | 37 |
|
|
2021
Q1 | $931K | Sell |
5,133
-72
| -1% | -$13.1K | 0.59% | 38 |
|
|
2020
Q4 | $943K | Buy |
5,205
+98
| +2% | +$17.8K | 0.59% | 33 |
|
|
2020
Q3 | $633K | Sell |
5,107
-43
| -0.8% | -$5.33K | 0.46% | 35 |
|
|
2020
Q2 | $574K | Sell |
5,150
-7,286
| -59% | -$812K | 0.39% | 37 |
|
|
2020
Q1 | $1.51M | Buy |
12,436
+6,408
| +106% | +$778K | 0.64% | 27 |
|
|
2019
Q4 | $891K | Buy |
+6,028
| New | +$891K | 0.76% | 22 |
|