DI
Disciplined Investments’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-732
| Closed | -$65.3K | – | 488 |
|
|
2023
Q2 | $65.3K | Sell |
732
-159
| -18% | -$14.2K | 0.03% | 182 |
|
|
2023
Q1 | $89.2K | Buy |
891
+386
| +76% | +$38.6K | 0.04% | 177 |
|
|
2022
Q4 | $43.9K | Sell |
505
-385
| -43% | -$33.4K | 0.02% | 218 |
|
|
2022
Q3 | $84K | Buy |
890
+58
| +7% | +$5.47K | 0.04% | 171 |
|
|
2022
Q2 | $79K | Buy |
832
+147
| +21% | +$14K | 0.04% | 181 |
|
|
2022
Q1 | $94K | Buy |
685
+68
| +11% | +$9.33K | 0.04% | 176 |
|
|
2021
Q4 | $96K | Hold |
617
| – | – | 0.04% | 157 |
|
|
2021
Q3 | $104K | Hold |
617
| – | – | 0.05% | 143 |
|
|
2021
Q2 | $108K | Buy |
617
+65
| +12% | +$11.4K | 0.06% | 140 |
|
|
2021
Q1 | $102K | Buy |
552
+346
| +168% | +$63.9K | 0.06% | 130 |
|
|
2020
Q4 | $37K | Sell |
206
-690
| -77% | -$124K | 0.02% | 164 |
|
|
2020
Q3 | $111K | Sell |
896
-145
| -14% | -$18K | 0.08% | 115 |
|
|
2020
Q2 | $116K | Sell |
1,041
-132
| -11% | -$14.7K | 0.09% | 113 |
|
|
2020
Q1 | $113K | Buy |
1,173
+176
| +18% | +$17K | 0.11% | 110 |
|
|
2019
Q4 | $144K | Buy |
+997
| New | +$144K | 0.12% | 99 |
|