Goodman Advisory Group’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 |
-628
| Closed | -$76.8K | – | 184 |
|
2024
Q1 | $76.8K | Buy |
628
+512
| +441% | +$62.6K | 0.02% | 91 |
|
2023
Q4 | $10.5K | Sell |
116
-85
| -42% | -$7.68K | ﹤0.01% | 121 |
|
2023
Q3 | $16.3K | Hold |
201
| – | – | 0.01% | 118 |
|
2023
Q2 | $17.9K | Buy |
201
+85
| +73% | +$7.59K | 0.01% | 108 |
|
2023
Q1 | $11.6K | Hold |
116
| – | – | 0.01% | 112 |
|
2022
Q4 | $10K | Sell |
116
-125
| -52% | -$10.8K | 0.01% | 109 |
|
2022
Q3 | $23K | Hold |
241
| – | – | 0.01% | 91 |
|
2022
Q2 | $23K | Buy |
+241
| New | +$23K | 0.01% | 95 |
|