IGGA
Iron Gate Global Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,668
| Closed | -$690K | – | 89 |
|
|
2024
Q1 | $690K | Sell |
5,668
-93,080
| -94% | -$11.3M | 0.12% | 47 |
|
|
2023
Q4 | $8.92M | Buy |
98,748
+10,513
| +12% | +$949K | 1.76% | 16 |
|
|
2023
Q3 | $7.07M | Buy |
88,235
+1,204
| +1% | +$96.5K | 1.59% | 16 |
|
|
2023
Q2 | $7.77M | Buy |
87,031
+1,817
| +2% | +$162K | 1.68% | 16 |
|
|
2023
Q1 | $8.54M | Buy |
85,214
+13,092
| +18% | +$1.31M | 2.1% | 15 |
|
|
2022
Q4 | $6.34M | Sell |
72,122
-3,182
| -4% | -$280K | 1.73% | 16 |
|
|
2022
Q3 | $7.13M | Buy |
75,304
+3,077
| +4% | +$291K | 2% | 16 |
|
|
2022
Q2 | $6.81M | Buy |
72,227
+526
| +0.7% | +$49.6K | 1.88% | 15 |
|
|
2022
Q1 | $9.78M | Sell |
71,701
-18,444
| -20% | -$2.52M | 2.23% | 15 |
|
|
2021
Q4 | $14M | Buy |
90,145
+3,162
| +4% | +$493K | 3.3% | 10 |
|
|
2021
Q3 | $14.8M | Buy |
86,983
+4,141
| +5% | +$702K | 4% | 10 |
|
|
2021
Q2 | $14.6M | Buy |
82,842
+3,197
| +4% | +$562K | 4.09% | 9 |
|
|
2021
Q1 | $14.7M | Sell |
79,645
-9,816
| -11% | -$1.81M | 4.69% | 9 |
|
|
2020
Q4 | $16.2M | Sell |
89,461
-296
| -0.3% | -$53.6K | 5.98% | 5 |
|
|
2020
Q3 | $11.1M | Buy |
89,757
+2,301
| +3% | +$285K | 4.7% | 8 |
|
|
2020
Q2 | $9.91M | Sell |
87,456
-4,622
| -5% | -$524K | 4.81% | 8 |
|
|
2020
Q1 | $8.9M | Buy |
92,078
+14,461
| +19% | +$1.4M | 6.04% | 7 |
|
|
2019
Q4 | $11.2M | Sell |
77,617
-6,595
| -8% | -$954K | 6.41% | 7 |
|
|
2019
Q3 | $11M | Sell |
84,212
-1,031
| -1% | -$134K | 6.65% | 5 |
|
|
2019
Q2 | $11.5M | Buy |
85,243
+1,158
| +1% | +$156K | 7.65% | 4 |
|
|
2019
Q1 | $9.34M | Buy |
84,085
+695
| +0.8% | +$77.2K | 3.74% | 5 |
|
|
2018
Q4 | $9.14M | Buy |
83,390
+3,563
| +4% | +$391K | 6.78% | 5 |
|
|
2018
Q3 | $9.34M | Buy |
79,827
+12,798
| +19% | +$1.5M | 6.08% | 5 |
|
|
2018
Q2 | $7.03M | Buy |
67,029
+3,524
| +6% | +$369K | 5.15% | 7 |
|
|
2018
Q1 | $6.38M | Buy |
63,505
+10,814
| +21% | +$1.09M | 4.84% | 8 |
|
|
2017
Q4 | $5.67M | Sell |
52,691
-994
| -2% | -$107K | 4.8% | 9 |
|
|
2017
Q3 | $5.29M | Buy |
53,685
+24,646
| +85% | +$2.43M | 4.94% | 6 |
|
|
2017
Q2 | $3.09M | Buy |
+29,039
| New | +$3.09M | 3.41% | 8 |
|