Crumly & Associates’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,132
| Closed | -$410K | – | 152 |
|
|
2024
Q2 | $410K | Sell |
4,132
-1,346
| -25% | -$134K | 0.12% | 107 |
|
|
2024
Q1 | $670K | Buy |
5,478
+50
| +0.9% | +$6.12K | 0.18% | 72 |
|
|
2023
Q4 | $490K | Buy |
5,428
+1,542
| +40% | +$139K | 0.14% | 96 |
|
|
2023
Q3 | $315K | Buy |
3,886
+394
| +11% | +$31.9K | 0.12% | 93 |
|
|
2023
Q2 | $312K | Buy |
+3,492
| New | +$312K | 0.12% | 95 |
|
|
2022
Q4 | – | Sell |
-5,767
| Closed | -$544K | – | 103 |
|
|
2022
Q3 | $544K | Buy |
5,767
+1,446
| +33% | +$136K | 0.22% | 55 |
|
|
2022
Q2 | $408K | Sell |
4,321
-2,999
| -41% | -$283K | 0.17% | 76 |
|
|
2022
Q1 | $1M | Buy |
7,320
+559
| +8% | +$76.7K | 0.38% | 45 |
|
|
2021
Q4 | $947K | Buy |
6,761
+666
| +11% | +$93.3K | 0.37% | 47 |
|
|
2021
Q3 | $1.03M | Sell |
6,095
-168
| -3% | -$28.4K | 0.48% | 42 |
|
|
2021
Q2 | $1.1M | Buy |
6,263
+1,627
| +35% | +$286K | 0.53% | 33 |
|
|
2021
Q1 | $855K | Buy |
4,636
+989
| +27% | +$182K | 0.5% | 37 |
|
|
2020
Q4 | $630K | Sell |
3,647
-712
| -16% | -$123K | 0.44% | 33 |
|
|
2020
Q3 | $541K | Buy |
4,359
+1,275
| +41% | +$158K | 0.46% | 29 |
|
|
2020
Q2 | $344K | Buy |
3,084
+262
| +9% | +$29.2K | 0.32% | 33 |
|
|
2020
Q1 | $273K | Buy |
2,822
+1,108
| +65% | +$107K | 0.34% | 36 |
|
|
2019
Q4 | $248K | Buy |
+1,714
| New | +$248K | 0.26% | 43 |
|