Game Plan Financial 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
Q3 | – | Sell |
-13,910
| Closed | -$1.38M | – | 394 |
|
|
2024
Q2 | $1.38M | Sell |
13,910
-169
| -1% | -$16.8K | 0.68% | 47 |
|
|
2024
Q1 | $1.72M | Buy |
14,079
+14,074
| +281,480% | +$1.72M | 0.87% | 40 |
|
|
2023
Q4 | $451 | Buy |
+5
| New | +$451 | ﹤0.01% | 394 |
|
|
2022
Q1 | – | Sell |
-4,249
| Closed | -$658K | – | 110 |
|
|
2021
Q4 | $658K | Buy |
4,249
+7
| +0.2% | +$1.08K | 0.35% | 61 |
|
|
2021
Q3 | $718K | Sell |
4,242
-924
| -18% | -$156K | 0.43% | 62 |
|
|
2021
Q2 | $908K | Buy |
+5,166
| New | +$908K | 0.54% | 52 |
|