Granite Bay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-29,200
| Closed | -$2.57M | – | 120 |
|
|
2023
Q4 | $2.57M | Sell |
29,200
-6,146
| -17% | -$541K | 0.02% | 153 |
|
|
2023
Q3 | $3.03M | Buy |
+35,346
| New | +$3.03M | 0.03% | 145 |
|
|
2022
Q2 | – | Sell |
-1,731
| Closed | -$237K | – | 58 |
|
|
2022
Q1 | $237K | Buy |
1,731
+62
| +4% | +$8.49K | 0.19% | 55 |
|
|
2021
Q4 | $258K | Buy |
+1,669
| New | +$258K | 0.25% | 51 |
|