CIC Wealth’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $736K | Buy |
7,656
+31
| +0.4% | +$2.98K | 0.19% | 86 |
|
|
2024
Q2 | $757K | Sell |
7,625
-163
| -2% | -$16.2K | 0.21% | 80 |
|
|
2024
Q1 | $953K | Sell |
7,788
-372
| -5% | -$45.5K | 0.28% | 69 |
|
|
2023
Q4 | $737K | Sell |
8,160
-1,111
| -12% | -$100K | 0.23% | 81 |
|
|
2023
Q3 | $751K | Sell |
9,271
-6,748
| -42% | -$547K | 0.27% | 72 |
|
|
2023
Q2 | $1.43M | Sell |
16,019
-7,833
| -33% | -$699K | 0.49% | 48 |
|
|
2023
Q1 | $2.39M | Sell |
23,852
-1,080
| -4% | -$108K | 0.9% | 28 |
|
|
2022
Q4 | $2.17M | Buy |
+24,932
| New | +$2.17M | 0.89% | 29 |
|