Caliber Wealth Management (Utah)’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-14,690
| Closed | -$2.02M | – | 68 |
|
|
2022
Q1 | $2.02M | Buy |
14,690
+1,765
| +14% | +$242K | 1.29% | 36 |
|
|
2021
Q4 | $1.96M | Buy |
12,925
+2,258
| +21% | +$343K | 1.36% | 37 |
|
|
2021
Q3 | $1.83M | Buy |
10,667
+537
| +5% | +$91.9K | 1.29% | 39 |
|
|
2021
Q2 | $1.78M | Buy |
10,130
+15
| +0.1% | +$2.64K | 1.26% | 30 |
|
|
2021
Q1 | $1.87M | Buy |
10,115
+612
| +6% | +$113K | 1.35% | 15 |
|
|
2020
Q4 | $1.72M | Buy |
+9,503
| New | +$1.72M | 1.69% | 19 |
|