Johnson Bixby & Associates’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 |
-1,661
| Closed | -$203K | – | 113 |
|
|
2024
Q1 | $203K | Buy |
+1,661
| New | +$203K | 0.04% | 109 |
|
|
2022
Q2 | – | Sell |
-1,682
| Closed | -$231K | – | 100 |
|
|
2022
Q1 | $231K | Hold |
1,682
| – | – | 0.06% | 83 |
|
|
2021
Q4 | $261K | Hold |
1,682
| – | – | 0.07% | 73 |
|
|
2021
Q3 | $285K | Hold |
1,682
| – | – | 0.08% | 67 |
|
|
2021
Q2 | $294K | Hold |
1,682
| – | – | 0.09% | 67 |
|
|
2021
Q1 | $310K | Sell |
1,682
-30
| -2% | -$5.53K | 0.1% | 60 |
|
|
2020
Q4 | $310K | Buy |
+1,712
| New | +$310K | 0.1% | 55 |
|