Altium 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 | $2.16M | Sell |
22,850
-4,024
| -15% | -$380K | 0.16% | 83 |
|
|
2022
Q1 | $3.69M | Buy |
26,874
+1,980
| +8% | +$272K | 0.24% | 51 |
|
|
2021
Q4 | $3.86M | Buy |
24,894
+211
| +0.9% | +$32.7K | 0.25% | 49 |
|
|
2021
Q3 | $4.18M | Buy |
24,683
+430
| +2% | +$72.8K | 0.3% | 38 |
|
|
2021
Q2 | $4.26M | Sell |
24,253
-14
| -0.1% | -$2.46K | 0.31% | 37 |
|
|
2021
Q1 | $4.48M | Buy |
24,267
+2,278
| +10% | +$420K | 0.36% | 33 |
|
|
2020
Q4 | $3.98M | Buy |
21,989
+873
| +4% | +$158K | 0.35% | 35 |
|
|
2020
Q3 | $2.62M | Buy |
21,116
+595
| +3% | +$73.8K | 0.27% | 43 |
|
|
2020
Q2 | $2.29M | Sell |
20,521
-267
| -1% | -$29.8K | 0.26% | 45 |
|
|
2020
Q1 | $2.01M | Buy |
20,788
+1,419
| +7% | +$137K | 0.28% | 46 |
|
|
2019
Q4 | $2.8M | Buy |
19,369
+323
| +2% | +$46.7K | 0.34% | 38 |
|
|
2019
Q3 | $2.48M | Buy |
19,046
+687
| +4% | +$89.5K | 0.33% | 41 |
|
|
2019
Q2 | $2.56M | Buy |
18,359
+42
| +0.2% | +$5.87K | 0.37% | 35 |
|
|
2019
Q1 | $2.03M | Buy |
18,317
+1,523
| +9% | +$169K | 0.32% | 42 |
|
|
2018
Q4 | $1.84M | Buy |
16,794
+4,423
| +36% | +$485K | 0.35% | 38 |
|
|
2018
Q3 | $1.45M | Buy |
12,371
+2,518
| +26% | +$295K | 0.28% | 57 |
|
|
2018
Q2 | $1.03M | Buy |
9,853
+3,978
| +68% | +$417K | 0.28% | 73 |
|
|
2018
Q1 | $590K | Buy |
5,875
+488
| +9% | +$49K | 0.23% | 74 |
|
|
2017
Q4 | $584K | Buy |
+5,387
| New | +$584K | 0.27% | 72 |
|