Consilium Wealth Advisory’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,934
| Closed | -$530K | – | 84 |
|
|
2023
Q2 | $530K | Buy |
5,934
+417
| +8% | +$37.2K | 0.37% | 54 |
|
|
2023
Q1 | $552K | Sell |
5,517
-381
| -6% | -$38.2K | 0.47% | 42 |
|
|
2022
Q4 | $512K | Sell |
5,898
-2,610
| -31% | -$227K | 0.44% | 48 |
|
|
2022
Q3 | $803K | Buy |
8,508
+409
| +5% | +$38.6K | 0.9% | 29 |
|
|
2022
Q2 | $765K | Sell |
8,099
-1,309
| -14% | -$124K | 0.82% | 35 |
|
|
2022
Q1 | $1.29M | Buy |
9,408
+635
| +7% | +$87.1K | 0.92% | 26 |
|
|
2021
Q4 | $1.36M | Buy |
+8,773
| New | +$1.36M | 0.88% | 25 |
|