Blossom Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,052
| Closed | -$288K | – | 45 |
|
|
2022
Q3 | $288K | Buy |
3,052
+25
| +0.8% | +$2.36K | 1.62% | 28 |
|
|
2022
Q2 | $286K | Buy |
3,027
+191
| +7% | +$18K | 1.45% | 32 |
|
|
2022
Q1 | $389K | Buy |
2,836
+155
| +6% | +$21.3K | 1.75% | 24 |
|
|
2021
Q4 | $415K | Buy |
2,681
+125
| +5% | +$19.3K | 2.04% | 18 |
|
|
2021
Q3 | $432K | Buy |
2,556
+222
| +10% | +$37.5K | 2.57% | 16 |
|
|
2021
Q2 | $410K | Buy |
2,334
+1,068
| +84% | +$188K | 3.08% | 13 |
|
|
2021
Q1 | $234K | Buy |
+1,266
| New | +$234K | 2.72% | 15 |
|