Independent Wealth Network’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 |
-1,756
| Closed | -$215K | – | 219 |
|
|
2024
Q1 | $215K | Buy |
+1,756
| New | +$215K | 0.1% | 196 |
|
|
2022
Q4 | – | Sell |
-2,959
| Closed | -$279K | – | 199 |
|
|
2022
Q3 | $279K | Sell |
2,959
-161
| -5% | -$15.2K | 0.22% | 126 |
|
|
2022
Q2 | $295K | Sell |
3,120
-402
| -11% | -$38K | 0.21% | 125 |
|
|
2022
Q1 | $483K | Buy |
3,522
+673
| +24% | +$92.3K | 0.31% | 90 |
|
|
2021
Q4 | $441K | Sell |
2,849
-155
| -5% | -$24K | 0.27% | 107 |
|
|
2021
Q3 | $511K | Buy |
+3,004
| New | +$511K | 0.33% | 88 |
|