Alpha Family 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 |
-2,255
| Closed | -$224K | – | 160 |
|
|
2024
Q2 | $224K | Hold |
2,255
| – | – | 0.13% | 134 |
|
|
2024
Q1 | $276K | Buy |
+2,255
| New | +$276K | 0.17% | 117 |
|
|
2023
Q2 | – | Sell |
-2,220
| Closed | -$222K | – | 128 |
|
|
2023
Q1 | $222K | Buy |
+2,220
| New | +$222K | 0.18% | 111 |
|
|
2022
Q4 | – | Sell |
-2,905
| Closed | -$274K | – | 123 |
|
|
2022
Q3 | $274K | Buy |
+2,905
| New | +$274K | 0.21% | 36 |
|