Benedetti & Gucer’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $1.93M | Sell |
15,730
-1,020
| -6% | -$125K | 0.96% | 19 |
|
2023
Q4 | $1.51M | Sell |
16,750
-378
| -2% | -$34.1K | 0.79% | 24 |
|
2023
Q3 | $1.39M | Sell |
17,128
-258
| -1% | -$20.9K | 0.76% | 26 |
|
2023
Q2 | $1.55M | Buy |
17,386
+614
| +4% | +$54.8K | 0.8% | 24 |
|
2023
Q1 | $1.68M | Buy |
16,772
+6,241
| +59% | +$625K | 0.96% | 20 |
|
2022
Q4 | $915K | Buy |
10,531
+200
| +2% | +$17.4K | 0.67% | 30 |
|
2022
Q3 | $975K | Sell |
10,331
-34
| -0.3% | -$3.21K | 0.77% | 27 |
|
2022
Q2 | $979K | Sell |
10,365
-463
| -4% | -$43.7K | 0.66% | 34 |
|
2022
Q1 | $1.49M | Buy |
10,828
+686
| +7% | +$94.1K | 0.99% | 19 |
|
2021
Q4 | $1.57M | Buy |
10,142
+334
| +3% | +$51.7K | 1.06% | 19 |
|
2021
Q3 | $1.66M | Sell |
9,808
-245
| -2% | -$41.4K | 1.26% | 18 |
|
2021
Q2 | $1.77M | Sell |
10,053
-230
| -2% | -$40.4K | 1.59% | 13 |
|
2021
Q1 | $1.9M | Buy |
+10,283
| New | +$1.9M | 1.74% | 12 |
|