Alta Wealth Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,867
| Closed | -$792K | – | 132 |
|
|
2023
Q2 | $792K | Sell |
8,867
-221
| -2% | -$19.7K | 0.46% | 62 |
|
|
2023
Q1 | $910K | Sell |
9,088
-588
| -6% | -$58.9K | 0.57% | 54 |
|
|
2022
Q4 | $841K | Sell |
9,676
-672
| -6% | -$58.4K | 0.57% | 53 |
|
|
2022
Q3 | $976K | Sell |
10,348
-434
| -4% | -$40.9K | 0.7% | 36 |
|
|
2022
Q2 | $1.02M | Sell |
10,782
-72
| -0.7% | -$6.78K | 0.7% | 38 |
|
|
2022
Q1 | $1.49M | Sell |
10,854
-92
| -0.8% | -$12.6K | 0.88% | 28 |
|
|
2021
Q4 | $1.7M | Buy |
10,946
+736
| +7% | +$114K | 1.04% | 24 |
|
|
2021
Q3 | $1.73M | Buy |
10,210
+37
| +0.4% | +$6.26K | 1.25% | 18 |
|
|
2021
Q2 | $1.79M | Buy |
10,173
+1,586
| +18% | +$279K | 1.31% | 14 |
|
|
2021
Q1 | $1.58M | Hold |
8,587
| – | – | 1.32% | 14 |
|
|
2020
Q4 | $1.56M | Buy |
+8,587
| New | +$1.56M | 1.31% | 14 |
|