Israel Discount Bank of New York’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 |
-2,374
| Closed | -$290K | – | 59 |
|
|
2024
Q1 | $290K | Sell |
2,374
-1,523
| -39% | -$186K | 0.36% | 63 |
|
|
2023
Q4 | $352K | Buy |
+3,897
| New | +$352K | 0.28% | 70 |
|
|
2023
Q2 | – | Sell |
-2,552
| Closed | -$256K | – | 87 |
|
|
2023
Q1 | $256K | Buy |
2,552
+4
| +0.2% | +$401 | 0.19% | 83 |
|
|
2022
Q4 | $222K | Sell |
2,548
-371
| -13% | -$32.3K | 0.19% | 81 |
|
|
2022
Q3 | $276K | Sell |
2,919
-185
| -6% | -$17.5K | 0.23% | 78 |
|
|
2022
Q2 | $293K | Buy |
3,104
+26
| +0.8% | +$2.45K | 0.22% | 80 |
|
|
2022
Q1 | $423K | Buy |
3,078
+143
| +5% | +$19.7K | 0.28% | 74 |
|
|
2021
Q4 | $455K | Sell |
2,935
-779
| -21% | -$121K | 0.28% | 72 |
|
|
2021
Q3 | $628K | Buy |
+3,714
| New | +$628K | 0.42% | 56 |
|
|
2021
Q1 | $648K | Sell |
3,513
-285
| -8% | -$52.6K | 0.5% | 46 |
|
|
2020
Q4 | $688K | Sell |
3,798
-3,510
| -48% | -$636K | 0.5% | 47 |
|
|
2020
Q3 | $907K | Buy |
7,308
+2,444
| +50% | +$303K | 0.59% | 39 |
|
|
2020
Q2 | $542K | Sell |
4,864
-7,559
| -61% | -$842K | 0.37% | 68 |
|
|
2020
Q1 | $1.2M | Buy |
12,423
+1,233
| +11% | +$119K | 0.92% | 29 |
|
|
2019
Q4 | $1.62M | Sell |
11,190
-1,006
| -8% | -$146K | 1.06% | 21 |
|
|
2019
Q3 | $1.59M | Buy |
12,196
+920
| +8% | +$120K | 1.17% | 19 |
|
|
2019
Q2 | $1.58M | Sell |
11,276
-1,256
| -10% | -$175K | 1.19% | 18 |
|
|
2019
Q1 | $1.39M | Buy |
12,532
+5,986
| +91% | +$664K | 0.95% | 18 |
|
|
2018
Q4 | $718K | Buy |
6,546
+55
| +0.8% | +$6.03K | 0.55% | 34 |
|
|
2018
Q3 | $759K | Buy |
6,491
+96
| +2% | +$11.2K | 0.5% | 38 |
|
|
2018
Q2 | $670K | Sell |
6,395
-13
| -0.2% | -$1.36K | 0.44% | 45 |
|
|
2018
Q1 | $644K | Sell |
6,408
-237
| -4% | -$23.8K | 0.43% | 48 |
|
|
2017
Q4 | $714K | Sell |
6,645
-790
| -11% | -$84.9K | 0.5% | 43 |
|
|
2017
Q3 | $733K | Sell |
7,435
-215
| -3% | -$21.2K | 0.55% | 38 |
|
|
2017
Q2 | $813K | Sell |
7,650
-690
| -8% | -$73.3K | 0.65% | 32 |
|
|
2017
Q1 | $946K | Buy |
8,340
+2,309
| +38% | +$262K | 0.77% | 27 |
|
|
2016
Q4 | $629K | Buy |
+6,031
| New | +$629K | 0.57% | 37 |
|