AWS
AJ Wealth Strategies’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $972K | Sell |
10,882
-2,321
| -18% | -$207K | 0.05% | 134 |
|
|
2023
Q1 | $1.32M | Sell |
13,203
-205
| -2% | -$20.5K | 0.07% | 109 |
|
|
2022
Q4 | $1.17M | Buy |
13,408
+1,402
| +12% | +$122K | 0.06% | 120 |
|
|
2022
Q3 | $1.13M | Buy |
12,006
+2,354
| +24% | +$222K | 0.07% | 119 |
|
|
2022
Q2 | $911K | Sell |
9,652
-4,206
| -30% | -$397K | 0.05% | 135 |
|
|
2022
Q1 | $1.9M | Hold |
13,858
| – | – | 0.09% | 98 |
|
|
2021
Q4 | $2.15M | Buy |
13,858
+62
| +0.4% | +$9.61K | 0.1% | 86 |
|
|
2021
Q3 | $2.33M | Buy |
13,796
+168
| +1% | +$28.4K | 0.13% | 76 |
|
|
2021
Q2 | $2.4M | Sell |
13,628
-340
| -2% | -$59.8K | 0.14% | 74 |
|
|
2021
Q1 | $2.58M | Buy |
13,968
+340
| +2% | +$62.7K | 0.18% | 56 |
|
|
2020
Q4 | $2.47M | Hold |
13,628
| – | – | 0.21% | 53 |
|
|
2020
Q3 | $1.69M | Buy |
13,628
+4,345
| +47% | +$539K | 0.17% | 57 |
|
|
2020
Q2 | $1.04M | Buy |
9,283
+1,026
| +12% | +$114K | 0.11% | 73 |
|
|
2020
Q1 | $798K | Buy |
8,257
+5,487
| +198% | +$530K | 0.11% | 65 |
|
|
2019
Q4 | $401K | Buy |
2,770
+258
| +10% | +$37.3K | 0.05% | 84 |
|
|
2019
Q3 | $327K | Buy |
2,512
+218
| +10% | +$28.4K | 0.04% | 85 |
|
|
2019
Q2 | $320K | Sell |
2,294
-735
| -24% | -$103K | 0.05% | 80 |
|
|
2019
Q1 | $336K | Hold |
3,029
| – | – | 0.06% | 83 |
|
|
2018
Q4 | $332K | Buy |
3,029
+200
| +7% | +$21.9K | 0.06% | 71 |
|
|
2018
Q3 | $331K | Buy |
2,829
+225
| +9% | +$26.3K | 0.06% | 79 |
|
|
2018
Q2 | $241K | Sell |
2,604
-2,322
| -47% | -$215K | 0.05% | 84 |
|
|
2018
Q1 | $495K | Buy |
4,926
+2,277
| +86% | +$229K | 0.12% | 58 |
|
|
2017
Q4 | $285K | Hold |
2,649
| – | – | 0.07% | 76 |
|
|
2017
Q3 | $261K | Hold |
2,649
| – | – | 0.08% | 66 |
|
|
2017
Q2 | $281K | Buy |
2,649
+529
| +25% | +$56.1K | 0.11% | 61 |
|
|
2017
Q1 | $240K | Hold |
2,120
| – | – | 0.1% | 66 |
|
|
2016
Q4 | $221K | Buy |
+2,120
| New | +$221K | 0.11% | 64 |
|