Caitlin John’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-183
| Closed | -$20.4K | – | 284 |
|
2024
Q4 | $20.4K | Hold |
183
| – | – | 0.01% | 363 |
|
2024
Q3 | $18.8K | Sell |
183
-688
| -79% | -$70.7K | 0.01% | 390 |
|
2024
Q2 | $86.5K | Buy |
871
+49
| +6% | +$4.87K | 0.06% | 179 |
|
2024
Q1 | $101K | Sell |
822
-52
| -6% | -$6.37K | 0.08% | 157 |
|
2023
Q4 | $79.2K | Buy |
+874
| New | +$79.2K | 0.06% | 160 |
|