CW
Connectus Wealth’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $9.37M | Sell |
76,573
-139,811
| -65% | -$17.1M | 0.26% | 88 |
|
|
2023
Q4 | $19.5M | Sell |
216,384
-5,096
| -2% | -$460K | 0.4% | 64 |
|
|
2023
Q3 | $18M | Sell |
221,480
-79,979
| -27% | -$6.48M | 0.4% | 65 |
|
|
2023
Q2 | $26.9M | Buy |
301,459
+2,757
| +0.9% | +$246K | 0.62% | 43 |
|
|
2023
Q1 | $29.9M | Sell |
298,702
-9,042
| -3% | -$905K | 0.74% | 38 |
|
|
2022
Q4 | $26.7M | Sell |
307,744
-7,260
| -2% | -$631K | 0.63% | 48 |
|
|
2022
Q3 | $29.7M | Buy |
315,004
+2,798
| +0.9% | +$264K | 0.62% | 37 |
|
|
2022
Q2 | $29.5M | Buy |
312,206
+303,998
| +3,704% | +$28.7M | 0.67% | 36 |
|
|
2022
Q1 | $1.27M | Sell |
8,208
-8,804
| -52% | -$1.36M | 0.04% | 206 |
|
|
2021
Q4 | $2.64M | Buy |
+17,012
| New | +$2.64M | 0.1% | 115 |
|