B.O.S.S. Retirement Advisors’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 | – | Sell |
-25,167
| Closed | -$2.5M | – | 208 |
|
|
2024
Q2 | $2.5M | Buy |
25,167
+8,017
| +47% | +$796K | 0.64% | 50 |
|
|
2024
Q1 | $1.55M | Sell |
17,150
-1,210
| -7% | -$109K | 0.59% | 64 |
|
|
2023
Q4 | $1.66M | Sell |
18,360
-523
| -3% | -$47.2K | 0.32% | 103 |
|
|
2023
Q3 | $1.53M | Buy |
18,883
+2,114
| +13% | +$171K | 0.33% | 113 |
|
|
2023
Q2 | $1.5M | Buy |
16,769
+879
| +6% | +$78.5K | 0.32% | 131 |
|
|
2023
Q1 | $1.59M | Sell |
15,890
-1,710
| -10% | -$171K | 0.37% | 112 |
|
|
2022
Q4 | $1.53M | Buy |
+17,600
| New | +$1.53M | 0.39% | 110 |
|