Insight Wealth Strategies’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,288
| Closed | -$1.55M | – | 149 |
|
|
2022
Q1 | $1.55M | Buy |
11,288
+1,789
| +19% | +$245K | 0.23% | 72 |
|
|
2021
Q4 | $1.47M | Buy |
9,499
+1,612
| +20% | +$250K | 0.21% | 74 |
|
|
2021
Q3 | $1.33M | Buy |
7,887
+441
| +6% | +$74.6K | 0.19% | 76 |
|
|
2021
Q2 | $1.31M | Sell |
7,446
-786
| -10% | -$138K | 0.19% | 73 |
|
|
2021
Q1 | $1.52M | Buy |
8,232
+2,520
| +44% | +$465K | 0.2% | 72 |
|
|
2020
Q4 | $1.04M | Buy |
5,712
+126
| +2% | +$22.8K | 0.18% | 71 |
|
|
2020
Q3 | $693K | Buy |
5,586
+1,278
| +30% | +$159K | 0.13% | 79 |
|
|
2020
Q2 | $480K | Buy |
4,308
+138
| +3% | +$15.4K | 0.11% | 90 |
|
|
2020
Q1 | $403K | Sell |
4,170
-2,605
| -38% | -$252K | 0.11% | 91 |
|
|
2019
Q4 | $980K | Buy |
6,775
+23
| +0.3% | +$3.33K | 0.21% | 83 |
|
|
2019
Q3 | $880K | Buy |
6,752
+313
| +5% | +$40.8K | 0.21% | 77 |
|
|
2019
Q2 | $899K | Buy |
6,439
+1,117
| +21% | +$156K | 0.22% | 71 |
|
|
2019
Q1 | $591K | Buy |
5,322
+560
| +12% | +$62.2K | 0.17% | 86 |
|
|
2018
Q4 | $522K | Buy |
+4,762
| New | +$522K | 0.16% | 82 |
|