Colony Family Offices’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,046
| Closed | -$250K | – | 62 |
|
|
2024
Q1 | $250K | Buy |
+2,046
| New | +$250K | 0.08% | 58 |
|
|
2023
Q2 | – | Sell |
-7,726
| Closed | -$774K | – | 57 |
|
|
2023
Q1 | $774K | Hold |
7,726
| – | – | 0.3% | 39 |
|
|
2022
Q4 | $671K | Hold |
7,726
| – | – | 0.28% | 41 |
|
|
2022
Q3 | $729K | Buy |
7,726
+226
| +3% | +$21.3K | 0.32% | 38 |
|
|
2022
Q2 | $708K | Buy |
+7,500
| New | +$708K | 0.32% | 38 |
|
|
2021
Q2 | – | Sell |
-3,400
| Closed | -$627K | – | 30 |
|
|
2021
Q1 | $627K | Buy |
+3,400
| New | +$627K | 0.5% | 22 |
|