Elk River 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
Q1 | – | Sell |
-28,528
| Closed | -$2.48M | – | 110 |
|
|
2022
Q4 | $2.48M | Sell |
28,528
-2,515
| -8% | -$219K | 0.6% | 42 |
|
|
2022
Q3 | $2.93M | Sell |
31,043
-44
| -0.1% | -$4.15K | 0.77% | 38 |
|
|
2022
Q2 | $2.94M | Sell |
31,087
-1,589
| -5% | -$150K | 0.74% | 43 |
|
|
2022
Q1 | $4.48M | Buy |
32,676
+6,363
| +24% | +$873K | 0.98% | 31 |
|
|
2021
Q4 | $4.08M | Sell |
26,313
-5,768
| -18% | -$893K | 0.92% | 35 |
|
|
2021
Q3 | $5.43M | Buy |
32,081
+671
| +2% | +$114K | 1.37% | 23 |
|
|
2021
Q2 | $5.52M | Buy |
31,410
+640
| +2% | +$112K | 1.43% | 23 |
|
|
2021
Q1 | $5.68M | Buy |
30,770
+8,096
| +36% | +$1.49M | 1.62% | 20 |
|
|
2020
Q4 | $4.11M | Buy |
+22,674
| New | +$4.11M | 1.36% | 24 |
|