Brightworth’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $7.54M | Sell |
79,933
-281
| -0.4% | -$26.5K | 0.81% | 31 |
|
2022
Q2 | $7.57M | Sell |
80,214
-3,280
| -4% | -$310K | 0.81% | 35 |
|
2022
Q1 | $11.5M | Buy |
83,494
+6,649
| +9% | +$912K | 1.16% | 22 |
|
2021
Q4 | $11.9M | Buy |
76,845
+7,191
| +10% | +$1.11M | 1.09% | 22 |
|
2021
Q3 | $11.8M | Buy |
69,654
+2,485
| +4% | +$420K | 1.07% | 20 |
|
2021
Q2 | $11.8M | Buy |
67,169
+3,823
| +6% | +$672K | 1.01% | 16 |
|
2021
Q1 | $11.7M | Buy |
63,346
+1,349
| +2% | +$249K | 1.08% | 13 |
|
2020
Q4 | $11.2M | Buy |
61,997
+384
| +0.6% | +$69.6K | 1.11% | 11 |
|
2020
Q3 | $7.65M | Buy |
61,613
+2,358
| +4% | +$293K | 0.85% | 23 |
|
2020
Q2 | $6.61M | Buy |
59,255
+497
| +0.8% | +$55.4K | 0.92% | 25 |
|
2020
Q1 | $5.68M | Buy |
58,758
+3,702
| +7% | +$358K | 0.99% | 24 |
|
2019
Q4 | $7.96M | Buy |
55,056
+1,746
| +3% | +$253K | 1.49% | 17 |
|
2019
Q3 | $6.95M | Sell |
53,310
-1,230
| -2% | -$160K | 1.44% | 19 |
|
2019
Q2 | $7.62M | Sell |
54,540
-266
| -0.5% | -$37.1K | 1.61% | 14 |
|
2019
Q1 | $6.09M | Buy |
54,806
+349
| +0.6% | +$38.7K | 1.27% | 22 |
|
2018
Q4 | $5.97M | Buy |
54,457
+42
| +0.1% | +$4.61K | 1.37% | 20 |
|
2018
Q3 | $6.36M | Buy |
54,415
+715
| +1% | +$83.6K | 1.41% | 22 |
|
2018
Q2 | $5.63M | Sell |
53,700
-249
| -0.5% | -$26.1K | 1.35% | 24 |
|
2018
Q1 | $5.42M | Buy |
53,949
+1,285
| +2% | +$129K | 1.25% | 27 |
|
2017
Q4 | $5.66M | Buy |
52,664
+1,067
| +2% | +$115K | 1.28% | 25 |
|
2017
Q3 | $5.09M | Buy |
+51,597
| New | +$5.09M | 1.23% | 25 |
|