Hollow Brook 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 |
-1,738
| Closed | -$213K | – | 80 |
|
|
2024
Q1 | $213K | Buy |
+1,738
| New | +$213K | 0.08% | 78 |
|
|
2022
Q1 | – | Sell |
-1,493
| Closed | -$231K | – | 80 |
|
|
2021
Q4 | $231K | Buy |
+1,493
| New | +$231K | 0.12% | 70 |
|
|
2021
Q3 | – | Sell |
-1,139
| Closed | -$200K | – | 64 |
|
|
2021
Q2 | $200K | Hold |
1,139
| – | – | 0.12% | 58 |
|
|
2021
Q1 | $210K | Buy |
+1,139
| New | +$210K | 0.14% | 47 |
|