Johnson Midwest Financial’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.78K | Hold |
22
| – | – | ﹤0.01% | 323 |
|
2023
Q2 | $1.96K | Sell |
22
-15
| -41% | -$1.34K | ﹤0.01% | 317 |
|
2023
Q1 | $3.71K | Hold |
37
| – | – | 0.01% | 292 |
|
2022
Q4 | $3K | Sell |
37
-100
| -73% | -$8.11K | 0.01% | 297 |
|
2022
Q3 | $13 | Hold |
137
| – | – | 0.05% | 168 |
|
2022
Q2 | $13K | Buy |
137
+5
| +4% | +$474 | 0.02% | 163 |
|
2022
Q1 | $18K | Hold |
132
| – | – | 0.03% | 137 |
|
2021
Q4 | $20K | Sell |
132
-38
| -22% | -$5.76K | 0.02% | 137 |
|
2021
Q3 | $29K | Hold |
170
| – | – | 0.02% | 119 |
|
2021
Q2 | $30K | Buy |
170
+100
| +143% | +$17.6K | 0.03% | 114 |
|
2021
Q1 | $13K | Hold |
70
| – | – | 0.01% | 148 |
|
2020
Q4 | $13K | Buy |
+70
| New | +$13K | 0.01% | 159 |
|