Aevitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,204
| Closed | -$302K | – | 114 |
|
|
2022
Q1 | $302K | Sell |
2,204
-40
| -2% | -$5.48K | 0.18% | 97 |
|
|
2021
Q4 | $348K | Buy |
2,244
+128
| +6% | +$19.9K | 0.21% | 94 |
|
|
2021
Q3 | $358K | Hold |
2,116
| – | – | 0.23% | 97 |
|
|
2021
Q2 | $372K | Hold |
2,116
| – | – | 0.24% | 93 |
|
|
2021
Q1 | $391K | Hold |
2,116
| – | – | 0.27% | 85 |
|
|
2020
Q4 | $383K | Buy |
2,116
+64
| +3% | +$11.6K | 0.28% | 82 |
|
|
2020
Q3 | $255K | Hold |
2,052
| – | – | 0.21% | 90 |
|
|
2020
Q2 | $229K | Sell |
2,052
-80
| -4% | -$8.93K | 0.21% | 92 |
|
|
2020
Q1 | $206K | Buy |
2,132
+512
| +32% | +$49.5K | 0.23% | 93 |
|
|
2019
Q4 | $234K | Sell |
1,620
-185
| -10% | -$26.7K | 0.22% | 100 |
|
|
2019
Q3 | $235K | Sell |
1,805
-289
| -14% | -$37.6K | 0.24% | 97 |
|
|
2019
Q2 | $292K | Sell |
2,094
-27
| -1% | -$3.77K | 0.29% | 91 |
|
|
2019
Q1 | $235K | Buy |
2,121
+483
| +29% | +$53.5K | 0.21% | 95 |
|
|
2018
Q4 | $180K | Hold |
1,638
| – | – | 0.18% | 98 |
|
|
2018
Q3 | $192K | Sell |
1,638
-579
| -26% | -$67.9K | 0.17% | 105 |
|
|
2018
Q2 | $232K | Buy |
2,217
+437
| +25% | +$45.7K | 0.23% | 97 |
|
|
2018
Q1 | $179K | Buy |
1,780
+77
| +5% | +$7.74K | 0.18% | 102 |
|
|
2017
Q4 | $183K | Buy |
+1,703
| New | +$183K | 0.17% | 100 |
|