Ballast Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $204K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $235K | Hold |
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|
2022
Q2 | $235K | Hold |
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|
2022
Q1 | $342K | Sell |
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|
2021
Q4 | $396K | Buy |
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|
2021
Q3 | $413K | Hold |
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|
2021
Q2 | $430K | Buy |
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|
2021
Q1 | $449K | Sell |
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|
2020
Q4 | $459K | Buy |
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|
2020
Q3 | $306K | Buy |
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|
2020
Q2 | $251K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $304K | Buy |
|