Brady Family Wealth’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,978
| Closed | -$241K | – | 120 |
|
|
2023
Q3 | $241K | Sell |
2,978
-1,008
| -25% | -$81.7K | 0.09% | 107 |
|
|
2023
Q2 | $356K | Sell |
3,986
-30,459
| -88% | -$2.72M | 0.13% | 92 |
|
|
2023
Q1 | $3.45M | Buy |
34,445
+1,328
| +4% | +$133K | 1.36% | 29 |
|
|
2022
Q4 | $2.88M | Buy |
+33,117
| New | +$2.88M | 1.19% | 35 |
|