Gray 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
Q2 | – | Sell |
-1,997
| Closed | -$244K | – | 134 |
|
|
2024
Q1 | $244K | Buy |
+1,997
| New | +$244K | 0.11% | 116 |
|
|
2023
Q3 | – | Sell |
-3,330
| Closed | -$297K | – | 132 |
|
|
2023
Q2 | $297K | Sell |
3,330
-67
| -2% | -$5.98K | 0.15% | 90 |
|
|
2023
Q1 | $340K | Buy |
3,397
+17
| +0.5% | +$1.7K | 0.19% | 80 |
|
|
2022
Q4 | $294K | Sell |
3,380
-1,265
| -27% | -$110K | 0.17% | 88 |
|
|
2022
Q3 | $438K | Sell |
4,645
-377
| -8% | -$35.5K | 0.28% | 62 |
|
|
2022
Q2 | $474K | Sell |
5,022
-643
| -11% | -$60.7K | 0.29% | 64 |
|
|
2022
Q1 | $777K | Sell |
5,665
-730
| -11% | -$100K | 0.4% | 49 |
|
|
2021
Q4 | $991K | Buy |
6,395
+464
| +8% | +$71.9K | 0.49% | 37 |
|
|
2021
Q3 | $1M | Sell |
5,931
-490
| -8% | -$82.9K | 0.56% | 34 |
|
|
2021
Q2 | $1.13M | Buy |
6,421
+56
| +0.9% | +$9.85K | 0.65% | 32 |
|
|
2021
Q1 | $1.18M | Buy |
6,365
+671
| +12% | +$124K | 0.75% | 29 |
|
|
2020
Q4 | $1.03M | Buy |
5,694
+64
| +1% | +$11.6K | 0.71% | 30 |
|
|
2020
Q3 | $690K | Sell |
5,630
-349
| -6% | -$42.8K | 0.54% | 39 |
|
|
2020
Q2 | $666K | Buy |
5,979
+1,296
| +28% | +$144K | 0.58% | 38 |
|
|
2020
Q1 | $453K | Buy |
+4,683
| New | +$453K | 0.5% | 42 |
|