Kowal Investment Group’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 |
-2,099
| Closed | -$257K | – | 183 |
|
|
2024
Q1 | $257K | Buy |
+2,099
| New | +$257K | 0.06% | 151 |
|
|
2023
Q4 | – | Sell |
-2,474
| Closed | -$201K | – | 166 |
|
|
2023
Q3 | $201K | Sell |
2,474
-144
| -6% | -$11.7K | 0.05% | 150 |
|
|
2023
Q2 | $234K | Sell |
2,618
-11
| -0.4% | -$982 | 0.06% | 145 |
|
|
2023
Q1 | $263K | Sell |
2,629
-13
| -0.5% | -$1.3K | 0.07% | 130 |
|
|
2022
Q4 | $230K | Sell |
2,642
-781
| -23% | -$67.9K | 0.07% | 140 |
|
|
2022
Q3 | $323K | Buy |
3,423
+335
| +11% | +$31.6K | 0.11% | 98 |
|
|
2022
Q2 | $292K | Sell |
3,088
-135
| -4% | -$12.8K | 0.1% | 108 |
|
|
2022
Q1 | $442K | Sell |
3,223
-63
| -2% | -$8.64K | 0.13% | 67 |
|
|
2021
Q4 | $509K | Buy |
3,286
+144
| +5% | +$22.3K | 0.15% | 55 |
|
|
2021
Q3 | $532K | Buy |
3,142
+655
| +26% | +$111K | 0.17% | 45 |
|
|
2021
Q2 | $437K | Buy |
2,487
+233
| +10% | +$40.9K | 0.16% | 58 |
|
|
2021
Q1 | $416K | Sell |
2,254
-23
| -1% | -$4.25K | 0.17% | 52 |
|
|
2020
Q4 | $401K | Buy |
+2,277
| New | +$401K | 0.19% | 51 |
|