Financial Strategies Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,983
| Closed | -$754K | – | 80 |
|
|
2022
Q2 | $754K | Buy |
7,983
+3,374
| +73% | +$319K | 0.32% | 43 |
|
|
2022
Q1 | $632K | Buy |
4,609
+753
| +20% | +$103K | 0.25% | 50 |
|
|
2021
Q4 | $597K | Buy |
3,856
+1,192
| +45% | +$185K | 0.24% | 47 |
|
|
2021
Q3 | $451K | Buy |
2,664
+528
| +25% | +$89.4K | 0.2% | 53 |
|
|
2021
Q2 | $376K | Buy |
2,136
+463
| +28% | +$81.5K | 0.17% | 53 |
|
|
2021
Q1 | $309K | Sell |
1,673
-3,865
| -70% | -$714K | 0.16% | 53 |
|
|
2020
Q4 | $1M | Buy |
5,538
+680
| +14% | +$123K | 0.56% | 25 |
|
|
2020
Q3 | $603K | Buy |
4,858
+115
| +2% | +$14.3K | 0.41% | 26 |
|
|
2020
Q2 | $529K | Buy |
4,743
+128
| +3% | +$14.3K | 0.39% | 25 |
|
|
2020
Q1 | $446K | Buy |
4,615
+35
| +0.8% | +$3.38K | 0.4% | 22 |
|
|
2019
Q4 | $662K | Buy |
+4,580
| New | +$662K | 0.53% | 22 |
|