Evelyn V. Moreno’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 |
-42,130
| Closed | -$3.41M | – | 143 |
|
|
2023
Q3 | $3.41M | Sell |
42,130
-1,833
| -4% | -$149K | 0.74% | 47 |
|
|
2023
Q2 | $3.93M | Buy |
43,963
+1,270
| +3% | +$113K | 0.84% | 44 |
|
|
2023
Q1 | $4.27M | Buy |
42,693
+1,861
| +5% | +$186K | 0.97% | 44 |
|
|
2022
Q4 | $3.55M | Buy |
40,832
+17,702
| +77% | +$1.54M | 0.82% | 49 |
|
|
2022
Q3 | $2.18M | Sell |
23,130
-19,367
| -46% | -$1.83M | 0.99% | 43 |
|
|
2022
Q2 | $4.01M | Buy |
42,497
+4,740
| +13% | +$447K | 0.94% | 43 |
|
|
2022
Q1 | $5.18M | Sell |
37,757
-487
| -1% | -$66.8K | 1.05% | 38 |
|
|
2021
Q4 | $5.92M | Buy |
38,244
+3,836
| +11% | +$594K | 1.18% | 37 |
|
|
2021
Q3 | $5.82M | Sell |
34,408
-89
| -0.3% | -$15.1K | 1.37% | 35 |
|
|
2021
Q2 | $6.06M | Sell |
34,497
-1,705
| -5% | -$300K | 1.42% | 36 |
|
|
2021
Q1 | $6.68M | Buy |
36,202
+103
| +0.3% | +$19K | 1.59% | 32 |
|
|
2020
Q4 | $6.54M | Buy |
36,099
+4,493
| +14% | +$814K | 1.62% | 29 |
|
|
2020
Q3 | $3.92M | Buy |
31,606
+1,959
| +7% | +$243K | 1.06% | 41 |
|
|
2020
Q2 | $3.31M | Buy |
29,647
+5,405
| +22% | +$603K | 0.96% | 42 |
|
|
2020
Q1 | $2.34M | Buy |
24,242
+22,760
| +1,536% | +$2.2M | 0.79% | 46 |
|
|
2019
Q4 | $214K | Buy |
+1,482
| New | +$214K | 0.06% | 64 |
|
|
2018
Q1 | – | Sell |
-1,900
| Closed | -$205K | – | 62 |
|
|
2017
Q4 | $205K | Buy |
+1,900
| New | +$205K | 0.06% | 65 |
|
|
2017
Q3 | – | Sell |
-2,000
| Closed | -$213K | – | 67 |
|
|
2017
Q2 | $213K | Sell |
2,000
-450
| -18% | -$47.9K | 0.07% | 67 |
|
|
2017
Q1 | $278K | Buy |
+2,450
| New | +$278K | 0.08% | 65 |
|