ICA Group 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 | $43.3K | Sell |
436
-2,959
| -87% | -$294K | 0.03% | 260 |
|
2024
Q1 | $415K | Sell |
3,395
-123
| -3% | -$15.1K | 0.08% | 185 |
|
2023
Q4 | $318K | Sell |
3,518
-890
| -20% | -$80.4K | 0.07% | 197 |
|
2023
Q3 | $357K | Buy |
4,408
+109
| +3% | +$8.84K | 0.1% | 165 |
|
2023
Q2 | $384K | Sell |
4,299
-10,142
| -70% | -$905K | 0.1% | 155 |
|
2023
Q1 | $1.45M | Buy |
14,441
+314
| +2% | +$31.4K | 0.34% | 68 |
|
2022
Q4 | $1.23M | Sell |
14,127
-4,049
| -22% | -$353K | 0.29% | 87 |
|
2022
Q3 | $1.72M | Buy |
18,176
+707
| +4% | +$66.7K | 0.36% | 67 |
|
2022
Q2 | $2.1M | Buy |
17,469
+95
| +0.5% | +$11.4K | 0.39% | 63 |
|
2022
Q1 | $1.87M | Buy |
+17,374
| New | +$1.87M | 0.36% | 70 |
|