Buckley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,790
| Closed | -$219K | – | 103 |
|
|
2024
Q1 | $219K | Buy |
+1,790
| New | +$219K | 0.07% | 100 |
|
|
2023
Q3 | – | Sell |
-3,066
| Closed | -$274K | – | 111 |
|
|
2023
Q2 | $274K | Buy |
3,066
+597
| +24% | +$53.3K | 0.09% | 104 |
|
|
2023
Q1 | $247K | Sell |
2,469
-1,128
| -31% | -$113K | 0.09% | 96 |
|
|
2022
Q4 | $313K | Buy |
3,597
+67
| +2% | +$5.82K | 0.11% | 93 |
|
|
2022
Q3 | $333K | Sell |
3,530
-1,230
| -26% | -$116K | 0.12% | 97 |
|
|
2022
Q2 | $449K | Sell |
4,760
-10
| -0.2% | -$943 | 0.14% | 95 |
|
|
2022
Q1 | $654K | Buy |
4,770
+1,480
| +45% | +$203K | 0.18% | 89 |
|
|
2021
Q4 | $510K | Buy |
3,290
+785
| +31% | +$122K | 0.15% | 97 |
|
|
2021
Q3 | $424K | Buy |
2,505
+328
| +15% | +$55.5K | 0.14% | 99 |
|
|
2021
Q2 | $383K | Buy |
2,177
+245
| +13% | +$43.1K | 0.13% | 99 |
|
|
2021
Q1 | $356K | Sell |
1,932
-146
| -7% | -$26.9K | 0.13% | 99 |
|
|
2020
Q4 | $376K | Sell |
2,078
-2,550
| -55% | -$461K | 0.15% | 93 |
|
|
2020
Q3 | $574K | Sell |
4,628
-1,425
| -24% | -$177K | 0.26% | 65 |
|
|
2020
Q2 | $675K | Sell |
6,053
-1,273
| -17% | -$142K | 0.31% | 62 |
|
|
2020
Q1 | $708K | Buy |
7,326
+2,621
| +56% | +$253K | 0.38% | 49 |
|
|
2019
Q4 | $680K | Sell |
4,705
-46
| -1% | -$6.65K | 0.31% | 63 |
|
|
2019
Q3 | $619K | Sell |
4,751
-1,022
| -18% | -$133K | 0.3% | 61 |
|
|
2019
Q2 | $806K | Buy |
5,773
+592
| +11% | +$82.7K | 0.38% | 46 |
|
|
2019
Q1 | $575K | Buy |
5,181
+362
| +8% | +$40.2K | 0.27% | 77 |
|
|
2018
Q4 | $528K | Buy |
4,819
+463
| +11% | +$50.7K | 0.27% | 79 |
|
|
2018
Q3 | $509K | Sell |
4,356
-1
| -0% | -$117 | 0.22% | 93 |
|
|
2018
Q2 | $457K | Buy |
4,357
+367
| +9% | +$38.5K | 0.22% | 97 |
|
|
2018
Q1 | $401K | Buy |
3,990
+412
| +12% | +$41.4K | 0.2% | 109 |
|
|
2017
Q4 | $385K | Buy |
+3,578
| New | +$385K | 0.19% | 112 |
|