Annapolis Financial Services’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 | $83.9K | Hold |
872
| – | – | 0.02% | 125 |
|
|
2024
Q2 | $86.6K | Hold |
872
| – | – | 0.03% | 122 |
|
|
2024
Q1 | $107K | Sell |
872
-38
| -4% | -$4.65K | 0.04% | 111 |
|
|
2023
Q4 | $82.2K | Sell |
910
-77
| -8% | -$6.95K | 0.02% | 164 |
|
|
2023
Q3 | $80K | Sell |
987
-220
| -18% | -$17.8K | 0.02% | 157 |
|
|
2023
Q2 | $108K | Buy |
1,207
+2
| +0.2% | +$179 | 0.03% | 139 |
|
|
2023
Q1 | $121K | Hold |
1,205
| – | – | 0.04% | 129 |
|
|
2022
Q4 | $105K | Sell |
1,205
-1,844
| -60% | -$160K | 0.03% | 137 |
|
|
2022
Q3 | $288K | Sell |
3,049
-1,440
| -32% | -$136K | 0.11% | 93 |
|
|
2022
Q2 | $424K | Sell |
4,489
-2,782
| -38% | -$263K | 0.15% | 82 |
|
|
2022
Q1 | $997K | Sell |
7,271
-301
| -4% | -$41.3K | 0.32% | 53 |
|
|
2021
Q4 | $1.17M | Sell |
7,572
-578
| -7% | -$89.5K | 0.36% | 55 |
|
|
2021
Q3 | $1.38M | Buy |
8,150
+10
| +0.1% | +$1.69K | 0.46% | 46 |
|
|
2021
Q2 | $1.43M | Buy |
8,140
+147
| +2% | +$25.8K | 0.48% | 41 |
|
|
2021
Q1 | $1.48M | Buy |
7,993
+10
| +0.1% | +$1.85K | 0.54% | 38 |
|
|
2020
Q4 | $1.45M | Buy |
+7,983
| New | +$1.45M | 0.56% | 38 |
|