Ford Financial 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
Q2
Sell
-1,889
Closed -$259K 126
2022
Q1
$259K Buy
1,889
+10
+0.5% +$1.37K 0.1% 100
2021
Q4
$291 Buy
1,879
+69
+4% +$11 0.06% 78
2021
Q3
$306K Hold
1,810
0.12% 73
2021
Q2
$318K Buy
1,810
+25
+1% +$4.39K 0.12% 72
2021
Q1
$329K Sell
1,785
-744
-29% -$137K 0.14% 68
2020
Q4
$458K Sell
2,529
-70
-3% -$12.7K 0.22% 51
2020
Q3
$322K Buy
2,599
+160
+7% +$19.8K 0.18% 55
2020
Q2
$271K Buy
2,439
+10
+0.4% +$1.11K 0.15% 68
2020
Q1
$234K Buy
2,429
+585
+32% +$56.4K 0.16% 69
2019
Q4
$266K Sell
1,844
-13
-0.7% -$1.88K 0.15% 69
2019
Q3
$242K Buy
1,857
+106
+6% +$13.8K 0.15% 69
2019
Q2
$244K Buy
+1,751
New +$244K 0.17% 66
2018
Q1
Sell
-410
Closed -$45K 133
2017
Q4
$45K Buy
+410
New +$45K 0.03% 98