Capital Financial 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
Q4 | $1.22M | Sell |
14,099
-200
| -1% | -$17.4K | 1.69% | 19 |
|
2022
Q3 | $1.35M | Sell |
14,299
-590
| -4% | -$55.7K | 1.99% | 14 |
|
2022
Q2 | $1.41M | Sell |
14,889
-100
| -0.7% | -$9.44K | 1.98% | 16 |
|
2022
Q1 | $2.06M | Sell |
14,989
-50
| -0.3% | -$6.86K | 2.42% | 10 |
|
2021
Q4 | $2.33M | Sell |
15,039
-200
| -1% | -$31K | 2.54% | 11 |
|
2021
Q3 | $2.58M | Buy |
15,239
+100
| +0.7% | +$16.9K | 3.15% | 8 |
|
2021
Q2 | $2.66M | Sell |
15,139
-200
| -1% | -$35.2K | 3.38% | 8 |
|
2021
Q1 | $2.83M | Sell |
15,339
-175
| -1% | -$32.3K | 3.78% | 5 |
|
2020
Q4 | $2.81M | Buy |
+15,514
| New | +$2.81M | 3.92% | 6 |
|