APSI
Asset Planning Services Inc’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-34,531
| Closed | -$5.35M | – | 43 |
|
|
2021
Q4 | $5.35M | Sell |
34,531
-1,050
| -3% | -$163K | 2.88% | 15 |
|
|
2021
Q3 | $6.02M | Hold |
35,581
| – | – | 3.55% | 8 |
|
|
2021
Q2 | $6.25M | Buy |
35,581
+300
| +0.9% | +$52.7K | 3.62% | 8 |
|
|
2021
Q1 | $6.51M | Sell |
35,281
-517
| -1% | -$95.4K | 3.93% | 6 |
|
|
2020
Q4 | $6.49M | Sell |
35,798
-350
| -1% | -$63.4K | 4.15% | 4 |
|
|
2020
Q3 | $4.49M | Buy |
36,148
+800
| +2% | +$99.3K | 3.07% | 16 |
|
|
2020
Q2 | $3.94M | Buy |
35,348
+125
| +0.4% | +$13.9K | 2.85% | 20 |
|
|
2020
Q1 | $3.4M | Buy |
35,223
+1,907
| +6% | +$184K | 2.81% | 22 |
|
|
2019
Q4 | $4.82M | Buy |
33,316
+3,326
| +11% | +$481K | 3.07% | 18 |
|
|
2019
Q3 | $3.91M | Buy |
29,990
+2,326
| +8% | +$303K | 2.54% | 25 |
|
|
2019
Q2 | $3.86M | Buy |
27,664
+4,324
| +19% | +$604K | 2.51% | 26 |
|
|
2019
Q1 | $2.59M | Buy |
23,340
+2,536
| +12% | +$282K | 1.77% | 30 |
|
|
2018
Q4 | $2.28M | Buy |
+20,804
| New | +$2.28M | 1.73% | 31 |
|