Heritage Wealth Management (Arizona)’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $94.9K | Buy |
1,092
+411
| +60% | +$35.7K | 0.01% | 419 |
|
|
2022
Q3 | $64K | Sell |
681
-159
| -19% | -$14.9K | 0.02% | 372 |
|
|
2022
Q2 | $79.3K | Sell |
840
-211
| -20% | -$19.9K | 0.03% | 358 |
|
|
2022
Q1 | $144K | Buy |
+1,051
| New | +$144K | 0.04% | 325 |
|
|
2021
Q3 | $177K | Sell |
1,046
-174
| -14% | -$29.4K | 0.06% | 235 |
|
|
2021
Q2 | $214K | Buy |
+1,220
| New | +$214K | 0.08% | 213 |
|