FirstPurpose Wealth’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $927K | Buy |
7,908
+29
| +0.4% | +$3.4K | 0.34% | 55 |
|
|
2023
Q4 | $711K | Buy |
7,879
+10
| +0.1% | +$903 | 0.27% | 68 |
|
|
2023
Q3 | $638K | Sell |
7,869
-4
| -0.1% | -$324 | 0.28% | 64 |
|
|
2023
Q2 | $703K | Buy |
7,873
+100
| +1% | +$8.93K | 0.3% | 56 |
|
|
2023
Q1 | $778K | Buy |
7,773
+487
| +7% | +$48.8K | 0.38% | 53 |
|
|
2022
Q4 | $633K | Buy |
7,286
+26
| +0.4% | +$2.26K | 0.35% | 53 |
|
|
2022
Q3 | $685K | Buy |
7,260
+331
| +5% | +$31.2K | 0.45% | 44 |
|
|
2022
Q2 | $654K | Buy |
6,929
+741
| +12% | +$69.9K | 0.44% | 43 |
|
|
2022
Q1 | $849K | Buy |
6,188
+561
| +10% | +$77K | 0.66% | 27 |
|
|
2021
Q4 | $872K | Buy |
+5,627
| New | +$872K | 0.55% | 31 |
|