AAFMAA Wealth Management & Trust’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 |
-30,000
| Closed | -$2.98M | – | 70 |
|
|
2024
Q2 | $2.98M | Hold |
30,000
| – | – | 1.47% | 18 |
|
|
2024
Q1 | $3.67M | Hold |
30,000
| – | – | 2% | 14 |
|
|
2023
Q4 | $2.71M | Hold |
30,000
| – | – | 1.54% | 22 |
|
|
2023
Q3 | $2.43M | Hold |
30,000
| – | – | 2.26% | 14 |
|
|
2023
Q2 | $2.68M | Hold |
30,000
| – | – | 2.21% | 21 |
|
|
2023
Q1 | $3M | Hold |
30,000
| – | – | 2.41% | 16 |
|
|
2022
Q4 | $2.61M | Hold |
30,000
| – | – | 2.35% | 20 |
|
|
2022
Q3 | $2.83M | Hold |
30,000
| – | – | 2.08% | 19 |
|
|
2022
Q2 | $2.83M | Hold |
30,000
| – | – | 1.91% | 26 |
|
|
2022
Q1 | $4.12M | Hold |
30,000
| – | – | 1.9% | 26 |
|
|
2021
Q4 | $4.65M | Buy |
+30,000
| New | +$4.65M | 2.02% | 21 |
|