9258 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $765K | Buy |
7,948
+168
| +2% | +$16.2K | 0.11% | 149 |
|
|
2024
Q2 | $773K | Buy |
7,780
+5
| +0.1% | +$496 | 0.12% | 140 |
|
|
2024
Q1 | $951K | Buy |
7,775
+1,488
| +24% | +$182K | 0.15% | 129 |
|
|
2023
Q4 | $568K | Sell |
6,287
-420
| -6% | -$37.9K | 0.1% | 164 |
|
|
2023
Q3 | $544K | Sell |
6,707
-293
| -4% | -$23.7K | 0.11% | 167 |
|
|
2023
Q2 | $625K | Sell |
7,000
-257
| -4% | -$22.9K | 0.12% | 153 |
|
|
2023
Q1 | $727K | Sell |
7,257
-97
| -1% | -$9.71K | 0.15% | 131 |
|
|
2022
Q4 | $639K | Sell |
7,354
-1,037
| -12% | -$90.1K | 0.14% | 143 |
|
|
2022
Q3 | $791K | Buy |
8,391
+1,735
| +26% | +$164K | 0.2% | 110 |
|
|
2022
Q2 | $628K | Sell |
6,656
-874
| -12% | -$82.5K | 0.16% | 148 |
|
|
2022
Q1 | $1.03M | Sell |
7,530
-237
| -3% | -$32.5K | 0.24% | 97 |
|
|
2021
Q4 | $1.2M | Sell |
7,767
-160
| -2% | -$24.8K | 0.28% | 78 |
|
|
2021
Q3 | $1.34M | Buy |
7,927
+722
| +10% | +$122K | 0.36% | 56 |
|
|
2021
Q2 | $1.27M | Sell |
7,205
-39
| -0.5% | -$6.85K | 0.34% | 63 |
|
|
2021
Q1 | $1.34M | Buy |
7,244
+885
| +14% | +$163K | 0.4% | 53 |
|
|
2020
Q4 | $1.15M | Sell |
6,359
-230
| -3% | -$41.7K | 0.38% | 53 |
|
|
2020
Q3 | $799K | Sell |
6,589
-951
| -13% | -$115K | 0.3% | 79 |
|
|
2020
Q2 | $841K | Buy |
7,540
+128
| +2% | +$14.3K | 0.34% | 77 |
|
|
2020
Q1 | $786K | Buy |
7,412
+603
| +9% | +$63.9K | 0.35% | 78 |
|
|
2019
Q4 | $985K | Buy |
6,809
+2,288
| +51% | +$331K | 0.36% | 76 |
|
|
2019
Q3 | $589K | Buy |
4,521
+437
| +11% | +$56.9K | 0.46% | 76 |
|
|
2019
Q2 | $570K | Buy |
4,084
+560
| +16% | +$78.2K | 0.46% | 74 |
|
|
2019
Q1 | $391K | Buy |
3,524
+33
| +0.9% | +$3.66K | 0.33% | 101 |
|
|
2018
Q4 | $383K | Buy |
+3,491
| New | +$383K | 0.37% | 93 |
|