Altshuler Shaham’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,300
| Closed | -$287K | – | 391 |
|
|
2022
Q4 | $287K | Sell |
3,300
-12,400
| -79% | -$1.08M | 0.01% | 89 |
|
|
2022
Q3 | $1.53M | Buy |
+15,700
| New | +$1.53M | 0.04% | 51 |
|
|
2021
Q3 | – | Sell |
-9
| Closed | -$2K | – | 536 |
|
|
2021
Q2 | $2K | Sell |
9
-26
| -74% | -$5.78K | ﹤0.01% | 592 |
|
|
2021
Q1 | $6K | Buy |
+35
| New | +$6K | ﹤0.01% | 426 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 386 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 402 |
|
|
2019
Q3 | – | Sell |
-9
| Closed | -$1K | – | 454 |
|
|
2019
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 330 |
|
|
2019
Q1 | – | Sell |
-15,653
| Closed | -$1.73M | – | 306 |
|
|
2018
Q4 | $1.73M | Sell |
15,653
-3,534
| -18% | -$390K | 0.08% | 53 |
|
|
2018
Q3 | $2.24M | Sell |
19,187
-5,163
| -21% | -$604K | 0.12% | 47 |
|
|
2018
Q2 | $2.55M | Buy |
+24,350
| New | +$2.55M | 0.21% | 47 |
|