Aurora Private Wealth’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,781
| Closed | -$338K | – | 147 |
|
|
2024
Q1 | $338K | Sell |
2,781
-72
| -3% | -$8.75K | 0.29% | 89 |
|
|
2023
Q4 | $258K | Sell |
2,853
-33
| -1% | -$2.98K | 0.24% | 115 |
|
|
2023
Q3 | $234K | Buy |
2,886
+177
| +7% | +$14.4K | 0.26% | 113 |
|
|
2023
Q2 | $242K | Sell |
2,709
-99
| -4% | -$8.84K | 0.28% | 104 |
|
|
2023
Q1 | $281K | Buy |
+2,808
| New | +$281K | 0.3% | 104 |
|
|
2022
Q4 | – | Sell |
-2,532
| Closed | -$239K | – | 154 |
|
|
2022
Q3 | $239K | Buy |
2,532
+3
| +0.1% | +$283 | 0.11% | 138 |
|
|
2022
Q2 | $239K | Sell |
2,529
-67
| -3% | -$6.33K | 0.11% | 142 |
|
|
2022
Q1 | $356K | Sell |
2,596
-763
| -23% | -$105K | 0.15% | 118 |
|
|
2021
Q4 | $520K | Sell |
3,359
-566
| -14% | -$87.6K | 0.23% | 81 |
|
|
2021
Q3 | $664K | Buy |
3,925
+81
| +2% | +$13.7K | 0.27% | 74 |
|
|
2021
Q2 | $676K | Sell |
3,844
-139
| -3% | -$24.4K | 0.27% | 83 |
|
|
2021
Q1 | $735K | Sell |
3,983
-6,066
| -60% | -$1.12M | 0.3% | 70 |
|
|
2020
Q4 | $1.82M | Sell |
10,049
-20
| -0.2% | -$3.62K | 0.77% | 19 |
|
|
2020
Q3 | $1.25M | Buy |
10,069
+937
| +10% | +$116K | 0.53% | 31 |
|
|
2020
Q2 | $1.02M | Sell |
9,132
-7,423
| -45% | -$827K | 0.47% | 40 |
|
|
2020
Q1 | $1.6M | Buy |
16,555
+7,838
| +90% | +$757K | 0.56% | 37 |
|
|
2019
Q4 | $1.26M | Buy |
+8,717
| New | +$1.26M | 0.45% | 40 |
|