Financial Advisory Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $217K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $210K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $252K | Hold |
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|
2021
Q4 | $285K | Hold |
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|
2021
Q3 | $311K | Buy |
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|
2021
Q2 | $280K | Hold |
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|
2021
Q1 | $293K | Hold |
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|
2020
Q4 | $288K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $272K | Buy |
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|
2019
Q3 | $219K | Hold |
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|
2019
Q2 | $240K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $858K | Buy |
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|
2017
Q1 | $858K | Sell |
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|
2016
Q4 | $845K | Hold |
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|
2016
Q3 | $753K | Buy |
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|
2016
Q2 | $791K | Buy |
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|
2016
Q1 | $786K | Buy |
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|
2015
Q4 | $830K | Sell |
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|
2015
Q3 | $830K | Buy |
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|
2015
Q2 | $924K | Hold |
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|
2015
Q1 | $849K | Buy |
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|
2014
Q4 | $758K | Sell |
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|
2014
Q3 | $717K | Hold |
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|
2014
Q2 | $690K | Hold |
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|
2014
Q1 | $645K | Sell |
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|
2013
Q4 | $619K | Buy |
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