Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,992
| Closed | -$324K | – | 163 |
|
|
2023
Q3 | $324K | Sell |
3,992
-1,794
| -31% | -$145K | 0.05% | 107 |
|
|
2023
Q2 | $517K | Sell |
5,786
-225
| -4% | -$20.1K | 0.07% | 89 |
|
|
2023
Q1 | $602K | Sell |
6,011
-231
| -4% | -$23.1K | 0.09% | 92 |
|
|
2022
Q4 | $542K | Sell |
6,242
-782
| -11% | -$67.9K | 0.08% | 109 |
|
|
2022
Q3 | $663K | Buy |
7,024
+3,931
| +127% | +$371K | 0.11% | 97 |
|
|
2022
Q2 | $292K | Sell |
3,093
-55,584
| -95% | -$5.25M | 0.06% | 88 |
|
|
2022
Q1 | $8.05M | Sell |
58,677
-3,346
| -5% | -$459K | 1.39% | 29 |
|
|
2021
Q4 | $9.61M | Buy |
62,023
+60,334
| +3,572% | +$9.35M | 1.66% | 27 |
|
|
2021
Q3 | $285K | Sell |
1,689
-29
| -2% | -$4.89K | 0.13% | 69 |
|
|
2021
Q2 | $301K | Buy |
1,718
+135
| +9% | +$23.7K | 0.15% | 69 |
|
|
2021
Q1 | $292K | Buy |
1,583
+10
| +0.6% | +$1.85K | 0.19% | 65 |
|
|
2020
Q4 | $284K | Buy |
+1,573
| New | +$284K | 0.21% | 61 |
|