Financial Partners Group (Kansas)’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,688
| Closed | -$207K | – | 173 |
|
|
2024
Q1 | $207K | Buy |
+1,688
| New | +$207K | 0.03% | 171 |
|
|
2023
Q2 | – | Sell |
-2,325
| Closed | -$233K | – | 159 |
|
|
2023
Q1 | $233K | Hold |
2,325
| – | – | 0.05% | 145 |
|
|
2022
Q4 | $250K | Sell |
2,325
-75
| -3% | -$8.08K | 0.06% | 143 |
|
|
2022
Q3 | $226K | Sell |
2,400
-359
| -13% | -$33.8K | 0.06% | 133 |
|
|
2022
Q2 | $260K | Sell |
2,759
-926
| -25% | -$87.3K | 0.07% | 118 |
|
|
2022
Q1 | $505K | Sell |
3,685
-435
| -11% | -$59.6K | 0.11% | 98 |
|
|
2021
Q4 | $589K | Buy |
4,120
+157
| +4% | +$22.4K | 0.13% | 89 |
|
|
2021
Q3 | $670K | Buy |
3,963
+25
| +0.6% | +$4.23K | 0.16% | 78 |
|
|
2021
Q2 | $692K | Buy |
3,938
+45
| +1% | +$7.91K | 0.18% | 67 |
|
|
2021
Q1 | $718K | Buy |
3,893
+205
| +6% | +$37.8K | 0.2% | 63 |
|
|
2020
Q4 | $632K | Sell |
3,688
-767
| -17% | -$131K | 0.19% | 61 |
|
|
2020
Q3 | $553K | Sell |
4,455
-291
| -6% | -$36.1K | 0.19% | 53 |
|
|
2020
Q2 | $529K | Buy |
+4,746
| New | +$529K | 0.21% | 52 |
|
|
2020
Q1 | – | Sell |
-1,458
| Closed | -$202K | – | 70 |
|
|
2019
Q4 | $202K | Buy |
+1,458
| New | +$202K | 0.08% | 78 |
|