Householder Group Estate & Retirement Specialist’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $57K | Sell |
513
-3,373
| -87% | -$375K | 0.04% | 204 |
|
|
2024
Q3 | $373K | Sell |
3,886
-168
| -4% | -$16.1K | 0.11% | 172 |
|
|
2024
Q2 | $402K | Buy |
4,054
+323
| +9% | +$32K | 0.11% | 154 |
|
|
2024
Q1 | $457K | Buy |
3,731
+700
| +23% | +$85.7K | 0.14% | 144 |
|
|
2023
Q4 | $273K | Sell |
3,031
-497
| -14% | -$44.8K | 0.09% | 199 |
|
|
2023
Q3 | $286K | Buy |
+3,528
| New | +$286K | 0.1% | 170 |
|
|
2023
Q1 | $678K | Buy |
+6,774
| New | +$678K | 0.26% | 87 |
|
|
2022
Q4 | – | Sell |
-6,864
| Closed | -$647K | – | 495 |
|
|
2022
Q3 | $647K | Sell |
6,864
-248
| -3% | -$23.4K | 0.27% | 82 |
|
|
2022
Q2 | $671K | Sell |
7,112
-652
| -8% | -$61.5K | 0.3% | 78 |
|
|
2022
Q1 | $1.07M | Sell |
7,764
-1,307
| -14% | -$179K | 0.43% | 58 |
|
|
2021
Q4 | $1.41M | Buy |
+9,071
| New | +$1.41M | 0.52% | 50 |
|