Global Wealth Management Investment Advisory’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,358
| Closed | -$289K | – | 133 |
|
|
2024
Q1 | $289K | Sell |
2,358
-69
| -3% | -$8.44K | 0.07% | 123 |
|
|
2023
Q4 | $219K | Buy |
2,427
+133
| +6% | +$12K | 0.06% | 128 |
|
|
2023
Q3 | $186K | Sell |
2,294
-148
| -6% | -$12K | 0.05% | 135 |
|
|
2023
Q2 | $218K | Sell |
2,442
-411
| -14% | -$36.7K | 0.06% | 134 |
|
|
2023
Q1 | $286K | Sell |
2,853
-6,881
| -71% | -$689K | 0.09% | 121 |
|
|
2022
Q4 | $846K | Sell |
9,734
-1,532
| -14% | -$133K | 0.28% | 86 |
|
|
2022
Q3 | $1.06M | Buy |
11,266
+782
| +7% | +$73.8K | 0.38% | 75 |
|
|
2022
Q2 | $990K | Buy |
10,484
+1,777
| +20% | +$168K | 0.33% | 74 |
|
|
2022
Q1 | $1.19M | Buy |
8,707
+706
| +9% | +$96.8K | 0.36% | 77 |
|
|
2021
Q4 | $1.24M | Buy |
8,001
+557
| +7% | +$86.3K | 0.37% | 73 |
|
|
2021
Q3 | $1.26M | Buy |
7,444
+602
| +9% | +$102K | 0.4% | 74 |
|
|
2021
Q2 | $1.2M | Buy |
6,842
+125
| +2% | +$22K | 0.4% | 75 |
|
|
2021
Q1 | $1.24M | Sell |
6,717
-9
| -0.1% | -$1.66K | 0.45% | 70 |
|
|
2020
Q4 | $1.22M | Buy |
6,726
+592
| +10% | +$107K | 0.47% | 69 |
|
|
2020
Q3 | $761K | Sell |
6,134
-2,287
| -27% | -$284K | 0.33% | 77 |
|
|
2020
Q2 | $939K | Buy |
8,421
+1,336
| +19% | +$149K | 0.4% | 70 |
|
|
2020
Q1 | $684K | Buy |
7,085
+602
| +9% | +$58.1K | 0.34% | 73 |
|
|
2019
Q4 | $938K | Buy |
6,483
+1,288
| +25% | +$186K | 0.4% | 68 |
|
|
2019
Q3 | $677K | Buy |
5,195
+1,084
| +26% | +$141K | 0.31% | 75 |
|
|
2019
Q2 | $574K | Buy |
4,111
+147
| +4% | +$20.5K | 0.28% | 77 |
|
|
2019
Q1 | $440K | Sell |
3,964
-110
| -3% | -$12.2K | 0.23% | 84 |
|
|
2018
Q4 | $447K | Buy |
+4,074
| New | +$447K | 0.26% | 87 |
|