Investment 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 |
-12,158
| Closed | -$1.67M | – | 100 |
|
|
2022
Q1 | $1.67M | Sell |
12,158
-106
| -0.9% | -$14.5K | 0.93% | 33 |
|
|
2021
Q4 | $1.9M | Buy |
12,264
+2,050
| +20% | +$318K | 1.04% | 36 |
|
|
2021
Q3 | $1.73M | Buy |
10,214
+251
| +3% | +$42.5K | 1.06% | 30 |
|
|
2021
Q2 | $1.75M | Buy |
+9,963
| New | +$1.75M | 1.08% | 30 |
|
|
2020
Q4 | $1.75M | Hold |
9,653
| – | – | 1.22% | 22 |
|
|
2020
Q3 | $1.2M | Buy |
9,653
+218
| +2% | +$27.1K | 0.95% | 34 |
|
|
2020
Q2 | $1.05M | Buy |
9,435
+475
| +5% | +$53K | 0.9% | 34 |
|
|
2020
Q1 | $874K | Buy |
8,960
+7,528
| +526% | +$734K | 0.94% | 31 |
|
|
2019
Q4 | $207K | Buy |
+1,432
| New | +$207K | 0.19% | 69 |
|