ARIS
Advanced Research Investment Solutions’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,141
| Closed | -$108K | – | 63 |
|
|
2022
Q3 | $108K | Buy |
1,141
+810
| +245% | +$76.7K | 0.07% | 52 |
|
|
2022
Q2 | $31K | Hold |
331
| – | – | 0.02% | 55 |
|
|
2022
Q1 | $45K | Buy |
331
+93
| +39% | +$12.6K | 0.02% | 77 |
|
|
2021
Q4 | $36K | Buy |
238
+75
| +46% | +$11.3K | 0.01% | 98 |
|
|
2021
Q3 | $27.6K | Hold |
163
| – | – | 0.01% | 92 |
|
|
2021
Q2 | $29K | Hold |
163
| – | – | 0.03% | 33 |
|
|
2021
Q1 | $30K | Hold |
163
| – | – | 0.03% | 29 |
|
|
2020
Q4 | $30K | Buy |
163
+55
| +51% | +$10.1K | 0.04% | 26 |
|
|
2020
Q3 | $13K | Hold |
108
| – | – | 0.02% | 19 |
|
|
2020
Q2 | $12K | Hold |
108
| – | – | 0.03% | 17 |
|
|
2020
Q1 | $10.4K | Hold |
108
| – | – | 0.03% | 15 |
|
|
2019
Q4 | $15.7K | Buy |
+108
| New | +$15.7K | 0.12% | 13 |
|