Diversified Portfolios Inc’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,819
| Closed | -$249K | – | 132 |
|
|
2022
Q1 | $249K | Buy |
1,819
+19
| +1% | +$2.6K | 0.06% | 121 |
|
|
2021
Q4 | $279K | Sell |
1,800
-2,063
| -53% | -$320K | 0.07% | 113 |
|
|
2021
Q3 | $654K | Sell |
3,863
-1,089
| -22% | -$184K | 0.18% | 62 |
|
|
2021
Q2 | $870K | Buy |
4,952
+261
| +6% | +$45.9K | 0.33% | 40 |
|
|
2021
Q1 | $866K | Buy |
4,691
+309
| +7% | +$57K | 0.28% | 41 |
|
|
2020
Q4 | $794K | Buy |
4,382
+2,482
| +131% | +$450K | 0.28% | 38 |
|
|
2020
Q3 | $236K | Hold |
1,900
| – | – | 0.1% | 67 |
|
|
2020
Q2 | $212K | Sell |
1,900
-830
| -30% | -$92.6K | 0.1% | 60 |
|
|
2020
Q1 | $264K | Sell |
2,730
-161
| -6% | -$15.6K | 0.15% | 44 |
|
|
2019
Q4 | $418K | Buy |
2,891
+1,038
| +56% | +$150K | 0.2% | 35 |
|
|
2019
Q3 | $241K | Buy |
1,853
+11
| +0.6% | +$1.43K | 0.12% | 52 |
|
|
2019
Q2 | $257K | Buy |
1,842
+10
| +0.5% | +$1.4K | 0.14% | 44 |
|
|
2019
Q1 | $203K | Buy |
+1,832
| New | +$203K | 0.11% | 55 |
|