Intercontinental Wealth Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.25M | Buy |
14,000
+866
| +7% | +$77.3K | 0.3% | 70 |
|
|
2023
Q1 | $1.32M | Sell |
13,134
-3,110
| -19% | -$311K | 0.34% | 58 |
|
|
2022
Q4 | $1.41M | Buy |
16,244
+1,858
| +13% | +$161K | 0.42% | 43 |
|
|
2022
Q3 | $1.36M | Buy |
14,386
+355
| +3% | +$33.5K | 0.43% | 44 |
|
|
2022
Q2 | $1.33M | Buy |
14,031
+2,099
| +18% | +$198K | 0.36% | 53 |
|
|
2022
Q1 | $1.64M | Sell |
11,932
-1,369
| -10% | -$188K | 0.37% | 45 |
|
|
2021
Q4 | $2.06M | Buy |
13,301
+2,101
| +19% | +$325K | 0.43% | 33 |
|
|
2021
Q3 | $1.9M | Sell |
11,200
-142
| -1% | -$24K | 0.44% | 31 |
|
|
2021
Q2 | $1.99M | Buy |
11,342
+3,356
| +42% | +$590K | 0.4% | 35 |
|
|
2021
Q1 | $1.47M | Buy |
7,986
+330
| +4% | +$60.9K | 0.32% | 54 |
|
|
2020
Q4 | $1.39M | Buy |
7,656
+5,048
| +194% | +$915K | 0.33% | 55 |
|
|
2020
Q3 | $324K | Buy |
2,608
+89
| +4% | +$11.1K | 0.09% | 152 |
|
|
2020
Q2 | $281K | Buy |
2,519
+27
| +1% | +$3.01K | 0.09% | 151 |
|
|
2020
Q1 | $241K | Buy |
2,492
+2,157
| +644% | +$209K | 0.13% | 136 |
|
|
2019
Q4 | $47K | Sell |
335
-35
| -9% | -$4.91K | 0.04% | 185 |
|
|
2019
Q3 | $48K | Hold |
370
| – | – | 0.03% | 218 |
|
|
2019
Q2 | $52K | Sell |
370
-100
| -21% | -$14.1K | 0.03% | 205 |
|
|
2019
Q1 | $52K | Hold |
470
| – | – | 0.03% | 222 |
|
|
2018
Q4 | $52K | Buy |
+470
| New | +$52K | 0.03% | 216 |
|