Halpern Financial’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.22K | Hold |
13
| – | – | ﹤0.01% | 213 |
|
|
2024
Q2 | $1.29K | Sell |
13
-2
| -13% | -$199 | ﹤0.01% | 204 |
|
|
2024
Q1 | $1.79K | Hold |
15
| – | – | ﹤0.01% | 192 |
|
|
2023
Q4 | $1.38K | Sell |
15
-59
| -80% | -$5.41K | ﹤0.01% | 222 |
|
|
2023
Q3 | $6K | Hold |
74
| – | – | ﹤0.01% | 179 |
|
|
2023
Q2 | $6.61K | Buy |
74
+61
| +469% | +$5.45K | ﹤0.01% | 196 |
|
|
2023
Q1 | $1.3K | Hold |
13
| – | – | ﹤0.01% | 167 |
|
|
2022
Q4 | $1.13K | Hold |
13
| – | – | ﹤0.01% | 172 |
|
|
2022
Q3 | $1.23K | Sell |
13
-119
| -90% | -$11.2K | ﹤0.01% | 183 |
|
|
2022
Q2 | $12.5K | Buy |
132
+24
| +22% | +$2.27K | ﹤0.01% | 152 |
|
|
2022
Q1 | $14.8K | Sell |
108
-250
| -70% | -$34.3K | 0.01% | 157 |
|
|
2021
Q4 | $55.5K | Buy |
358
+242
| +209% | +$37.5K | 0.02% | 80 |
|
|
2021
Q3 | $19.6K | Hold |
116
| – | – | 0.01% | 116 |
|
|
2021
Q2 | $20.4K | Sell |
116
-30
| -21% | -$5.27K | 0.01% | 99 |
|
|
2021
Q1 | $26.9K | Buy |
146
+51
| +54% | +$9.41K | 0.01% | 84 |
|
|
2020
Q4 | $17.2K | Sell |
95
-3
| -3% | -$544 | 0.01% | 90 |
|
|
2020
Q3 | $12.2K | Sell |
98
-13
| -12% | -$1.61K | 0.01% | 98 |
|
|
2020
Q2 | $12.4K | Buy |
111
+31
| +39% | +$3.46K | 0.01% | 87 |
|
|
2020
Q1 | $7.73K | Buy |
80
+5
| +7% | +$483 | 0.01% | 98 |
|
|
2019
Q4 | $10.8K | Buy |
+75
| New | +$10.8K | 0.01% | 115 |
|