Heritage Investment 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 |
-1,838
| Closed | -$225K | – | 99 |
|
|
2024
Q1 | $225K | Buy |
+1,838
| New | +$225K | 0.05% | 97 |
|
|
2022
Q3 | – | Sell |
-2,261
| Closed | -$213K | – | 76 |
|
|
2022
Q2 | $213K | Sell |
2,261
-75
| -3% | -$7.07K | 0.12% | 75 |
|
|
2022
Q1 | $320K | Buy |
2,336
+205
| +10% | +$28.1K | 0.23% | 58 |
|
|
2021
Q4 | $330K | Buy |
+2,131
| New | +$330K | 0.26% | 56 |
|