Coyle Financial Counsel’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,553
| Closed | -$321K | – | 77 |
|
|
2023
Q4 | $321K | Hold |
3,553
| – | – | 0.12% | 53 |
|
|
2023
Q3 | $288K | Hold |
3,553
| – | – | 0.12% | 52 |
|
|
2023
Q2 | $317K | Hold |
3,553
| – | – | 0.14% | 52 |
|
|
2023
Q1 | $356K | Hold |
3,553
| – | – | 0.16% | 49 |
|
|
2022
Q4 | $309K | Sell |
3,553
-145
| -4% | -$12.6K | 0.15% | 51 |
|
|
2022
Q3 | $349K | Buy |
3,698
+208
| +6% | +$19.6K | 0.23% | 45 |
|
|
2022
Q2 | $329K | Buy |
3,490
+756
| +28% | +$71.3K | 0.18% | 49 |
|
|
2022
Q1 | $375K | Buy |
2,734
+128
| +5% | +$17.6K | 0.2% | 51 |
|
|
2021
Q4 | $404K | Buy |
2,606
+417
| +19% | +$64.6K | 0.24% | 52 |
|
|
2021
Q3 | $370K | Buy |
+2,189
| New | +$370K | 0.22% | 52 |
|
|
2018
Q3 | – | Sell |
-101
| Closed | -$11K | – | 104 |
|
|
2018
Q2 | $11K | Buy |
+101
| New | +$11K | 0.01% | 103 |
|