Concentrum Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,113
| Closed | -$203K | – | 82 |
|
|
2024
Q3 | $203K | Buy |
+2,113
| New | +$203K | 0.08% | 71 |
|
|
2024
Q2 | – | Sell |
-1,976
| Closed | -$242K | – | 73 |
|
|
2024
Q1 | $242K | Buy |
+1,976
| New | +$242K | 0.11% | 59 |
|
|
2022
Q1 | – | Sell |
-1,331
| Closed | -$206K | – | 61 |
|
|
2021
Q4 | $206K | Buy |
1,331
+10
| +0.8% | +$1.55K | 0.11% | 55 |
|
|
2021
Q3 | $223K | Hold |
1,321
| – | – | 0.14% | 53 |
|
|
2021
Q2 | $232K | Hold |
1,321
| – | – | 0.15% | 52 |
|
|
2021
Q1 | $244K | Buy |
+1,321
| New | +$244K | 0.18% | 43 |
|