Foresight Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,987
| Closed | -$376K | – | 31 |
|
|
2022
Q3 | $376K | Sell |
3,987
-160
| -4% | -$15.1K | 0.09% | 72 |
|
|
2022
Q2 | $391K | Sell |
4,147
-145
| -3% | -$13.7K | 0.08% | 73 |
|
|
2022
Q1 | $589K | Buy |
4,292
+36
| +0.8% | +$4.94K | 0.11% | 63 |
|
|
2021
Q4 | $659K | Sell |
4,256
-152
| -3% | -$23.5K | 0.01% | 57 |
|
|
2021
Q3 | $746K | Sell |
4,408
-1,214
| -22% | -$205K | 0.15% | 49 |
|
|
2021
Q2 | $988K | Buy |
5,622
+155
| +3% | +$27.2K | 0.22% | 41 |
|
|
2021
Q1 | $1.01M | Sell |
5,467
-148
| -3% | -$27.3K | 0.26% | 37 |
|
|
2020
Q4 | $1.02M | Sell |
5,615
-767
| -12% | -$139K | 0.27% | 39 |
|
|
2020
Q3 | $792K | Sell |
6,382
-58
| -0.9% | -$7.2K | 0.27% | 43 |
|
|
2020
Q2 | $718K | Buy |
6,440
+448
| +7% | +$49.9K | 0.33% | 44 |
|
|
2020
Q1 | $579K | Buy |
5,992
+439
| +8% | +$42.4K | 0.4% | 43 |
|
|
2019
Q4 | $803K | Buy |
5,553
+93
| +2% | +$13.4K | 0.49% | 39 |
|
|
2019
Q3 | $711K | Buy |
5,460
+197
| +4% | +$25.7K | 0.51% | 41 |
|
|
2019
Q2 | $735K | Buy |
5,263
+300
| +6% | +$41.9K | 0.56% | 43 |
|
|
2019
Q1 | $551K | Sell |
4,963
-196
| -4% | -$21.8K | 0.48% | 50 |
|
|
2018
Q4 | $566K | Buy |
+5,159
| New | +$566K | 0.6% | 43 |
|