Hall Private Wealth Advisors’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$597K Sell
7,365
-180
-2% -$14.6K 0.4% 29
2023
Q2
$674K Hold
7,545
0.36% 33
2023
Q1
$755K Buy
7,545
+360
+5% +$36K 0.39% 37
2022
Q4
$624K Sell
7,185
-250
-3% -$21.7K 0.35% 35
2022
Q3
$701K Buy
+7,435
New +$701K 0.4% 29