Financial Synergies Wealth Advisors’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 |
-17
| Closed | -$2.08K | – | 165 |
|
|
2024
Q1 | $2.08K | Sell |
17
-52
| -75% | -$6.37K | ﹤0.01% | 325 |
|
|
2023
Q4 | $6K | Buy |
69
+10
| +17% | +$869 | ﹤0.01% | 209 |
|
|
2023
Q3 | $4.78K | Sell |
59
-10
| -14% | -$811 | ﹤0.01% | 265 |
|
|
2023
Q2 | $6.16K | Hold |
69
| – | – | ﹤0.01% | 253 |
|
|
2023
Q1 | $6.91K | Hold |
69
| – | – | ﹤0.01% | 248 |
|
|
2022
Q4 | $6K | Hold |
69
| – | – | ﹤0.01% | 209 |
|
|
2022
Q3 | $6.51K | Sell |
69
-6
| -8% | -$566 | ﹤0.01% | 182 |
|
|
2022
Q2 | $7.08K | Buy |
+75
| New | +$7.08K | ﹤0.01% | 182 |
|
|
2020
Q1 | – | Sell |
-1,848
| Closed | -$267K | – | 37 |
|
|
2019
Q4 | $267K | Buy |
+1,848
| New | +$267K | 0.12% | 29 |
|