CV Advisors’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 |
-7,020
| Closed | -$634K | – | 22 |
|
|
2023
Q4 | $634K | Sell |
7,020
-8,651
| -55% | -$781K | 0.43% | 15 |
|
|
2023
Q3 | $1.27M | Sell |
15,671
-471
| -3% | -$38.2K | 0.94% | 12 |
|
|
2023
Q2 | $1.44M | Hold |
16,142
| – | – | 1.06% | 11 |
|
|
2023
Q1 | $1.62M | Sell |
16,142
-2,705
| -14% | -$271K | 1.42% | 8 |
|
|
2022
Q4 | $1.64M | Sell |
18,847
-1,221
| -6% | -$106K | 1.57% | 8 |
|
|
2022
Q3 | $1.89M | Sell |
20,068
-765
| -4% | -$72.1K | 1.86% | 7 |
|
|
2022
Q2 | $1.96M | Sell |
20,833
-3,265
| -14% | -$308K | 1.86% | 8 |
|
|
2022
Q1 | $3.31M | Buy |
24,098
+1,118
| +5% | +$153K | 2.34% | 8 |
|
|
2021
Q4 | $3.56M | Buy |
+22,980
| New | +$3.56M | 2.03% | 9 |
|