AFT Forsyth & Company’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 |
-2,339
| Closed | -$321K | – | 140 |
|
|
2022
Q1 | $321K | Sell |
2,339
-75
| -3% | -$10.3K | 0.2% | 117 |
|
|
2021
Q4 | $374K | Sell |
2,414
-40
| -2% | -$6.2K | 0.19% | 118 |
|
|
2021
Q3 | $415K | Sell |
2,454
-145
| -6% | -$24.5K | 0.22% | 112 |
|
|
2021
Q2 | $457K | Sell |
2,599
-3,000
| -54% | -$528K | 0.24% | 112 |
|
|
2021
Q1 | $1.03M | Buy |
5,599
+396
| +8% | +$73.1K | 0.62% | 50 |
|
|
2020
Q4 | $943K | Buy |
5,203
+170
| +3% | +$30.8K | 0.59% | 58 |
|
|
2020
Q3 | $624K | Sell |
5,033
-1,700
| -25% | -$211K | 0.46% | 69 |
|
|
2020
Q2 | $751K | Sell |
6,733
-46
| -0.7% | -$5.13K | 0.63% | 51 |
|
|
2020
Q1 | $655K | Sell |
6,779
-990
| -13% | -$95.6K | 0.66% | 49 |
|
|
2019
Q4 | $1.12M | Sell |
7,769
-100
| -1% | -$14.5K | 0.86% | 41 |
|
|
2019
Q3 | $1.03M | Buy |
7,869
+164
| +2% | +$21.4K | 0.85% | 41 |
|
|
2019
Q2 | $1.08M | Buy |
7,705
+70
| +0.9% | +$9.78K | 0.89% | 36 |
|
|
2019
Q1 | $848K | Buy |
7,635
+500
| +7% | +$55.5K | 0.73% | 50 |
|
|
2018
Q4 | $782K | Sell |
7,135
-37
| -0.5% | -$4.06K | 0.78% | 50 |
|
|
2018
Q3 | $839K | Hold |
7,172
| – | – | 0.7% | 50 |
|
|
2018
Q2 | $752K | Buy |
7,172
+279
| +4% | +$29.3K | 0.66% | 55 |
|
|
2018
Q1 | $692K | Sell |
6,893
-375
| -5% | -$37.6K | 0.65% | 55 |
|
|
2017
Q4 | $781K | Buy |
+7,268
| New | +$781K | 0.76% | 42 |
|
|
2013
Q3 | $131K | Hold |
2,037
| – | – | 0.17% | 127 |
|
|
2013
Q2 | $129K | Buy |
+2,037
| New | +$129K | 0.18% | 114 |
|