Freedman Financial Associates’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 |
-1,043
| Closed | -$145K | – | 109 |
|
|
2022
Q1 | $145K | Buy |
1,043
+60
| +6% | +$8.34K | 0.1% | 96 |
|
|
2021
Q4 | $152K | Hold |
983
| – | – | 0.1% | 92 |
|
|
2021
Q3 | $166K | Hold |
983
| – | – | 0.12% | 79 |
|
|
2021
Q2 | $173K | Sell |
983
-1
| -0.1% | -$176 | 0.13% | 73 |
|
|
2021
Q1 | $181K | Hold |
984
| – | – | 0.15% | 64 |
|
|
2020
Q4 | $178K | Buy |
+984
| New | +$178K | 0.16% | 61 |
|