Bridge Advisory’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 | $882K | Sell |
9,166
-91
| -1% | -$8.75K | 0.42% | 57 |
|
|
2024
Q2 | $919K | Sell |
9,257
-104
| -1% | -$10.3K | 0.45% | 53 |
|
|
2024
Q1 | $1.15M | Buy |
9,361
+246
| +3% | +$30.1K | 0.57% | 48 |
|
|
2023
Q4 | $823K | Sell |
9,115
-437
| -5% | -$39.5K | 0.41% | 62 |
|
|
2023
Q3 | $774K | Buy |
9,552
+466
| +5% | +$37.8K | 0.27% | 73 |
|
|
2023
Q2 | $811K | Buy |
9,086
+85
| +0.9% | +$7.59K | 0.3% | 64 |
|
|
2023
Q1 | $901K | Buy |
9,001
+176
| +2% | +$17.6K | 0.35% | 60 |
|
|
2022
Q4 | $767K | Sell |
8,825
-67
| -0.8% | -$5.82K | 0.32% | 66 |
|
|
2022
Q3 | $839K | Buy |
8,892
+222
| +3% | +$20.9K | 0.41% | 60 |
|
|
2022
Q2 | $812K | Sell |
8,670
-51
| -0.6% | -$4.78K | 0.39% | 58 |
|
|
2022
Q1 | $1.2M | Sell |
8,721
-86
| -1% | -$11.8K | 0.52% | 38 |
|
|
2021
Q4 | $1.36M | Sell |
8,807
-12
| -0.1% | -$1.86K | 0.62% | 31 |
|
|
2021
Q3 | $1.49M | Sell |
8,819
-146
| -2% | -$24.7K | 0.73% | 24 |
|
|
2021
Q2 | $1.58M | Buy |
8,965
+112
| +1% | +$19.7K | 0.8% | 22 |
|
|
2021
Q1 | $1.63M | Sell |
8,853
-336
| -4% | -$62K | 1.01% | 18 |
|
|
2020
Q4 | $1.67M | Buy |
+9,189
| New | +$1.67M | 0.78% | 21 |
|