Hummer Financial Advisory Services’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,554
| Closed | -$213K | – | 95 |
|
|
2022
Q1 | $213K | Buy |
1,554
+100
| +7% | +$13.7K | 0.19% | 98 |
|
|
2021
Q4 | $225K | Sell |
1,454
-100
| -6% | -$15.5K | 0.19% | 96 |
|
|
2021
Q3 | $263K | Hold |
1,554
| – | – | 0.24% | 90 |
|
|
2021
Q2 | $273K | Hold |
1,554
| – | – | 0.25% | 86 |
|
|
2021
Q1 | $287K | Buy |
1,554
+20
| +1% | +$3.69K | 0.28% | 81 |
|
|
2020
Q4 | $278K | Buy |
+1,534
| New | +$278K | 0.29% | 78 |
|