Capital Advisory Group Advisory Services’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 |
-1,409
| Closed | -$193K | – | 277 |
|
|
2022
Q1 | $193K | Sell |
1,409
-38
| -3% | -$5.21K | 0.09% | 157 |
|
|
2021
Q4 | $224K | Sell |
1,447
-1,621
| -53% | -$251K | 0.1% | 154 |
|
|
2021
Q3 | $519K | Sell |
3,068
-2,808
| -48% | -$475K | 0.19% | 115 |
|
|
2021
Q2 | $1.03M | Sell |
5,876
-422
| -7% | -$74.2K | 0.38% | 69 |
|
|
2021
Q1 | $1.16M | Buy |
6,298
+30
| +0.5% | +$5.54K | 0.45% | 59 |
|
|
2020
Q4 | $1.14M | Sell |
6,268
-922
| -13% | -$167K | 0.48% | 52 |
|
|
2020
Q3 | $892K | Buy |
7,190
+634
| +10% | +$78.7K | 0.46% | 52 |
|
|
2020
Q2 | $731K | Buy |
6,556
+5,070
| +341% | +$565K | 0.41% | 55 |
|
|
2020
Q1 | $145K | Sell |
1,486
-3,665
| -71% | -$358K | 0.18% | 71 |
|
|
2019
Q4 | $743K | Sell |
5,151
-289
| -5% | -$41.7K | 0.39% | 45 |
|
|
2019
Q3 | $713K | Sell |
5,440
-660
| -11% | -$86.5K | 0.47% | 34 |
|
|
2019
Q2 | $845K | Buy |
6,100
+5,250
| +618% | +$727K | 0.56% | 30 |
|
|
2019
Q1 | $94K | Sell |
850
-29
| -3% | -$3.21K | 0.07% | 108 |
|
|
2018
Q4 | $96K | Sell |
879
-248
| -22% | -$27.1K | 0.07% | 105 |
|
|
2018
Q3 | $131K | Sell |
1,127
-1,465
| -57% | -$170K | 0.09% | 103 |
|
|
2018
Q2 | $270K | Sell |
2,592
-98
| -4% | -$10.2K | 0.2% | 57 |
|
|
2018
Q1 | $271K | Buy |
+2,690
| New | +$271K | 0.2% | 63 |
|