Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Walt Disney DIS Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,553
Closed -$126K – 151
2023
Q3 		$126K Buy
+1,553
New +$133K 0.03% 115

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Legacy Financial Group (Iowa)'s DIS Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Walt Disney (DIS) in Q4 2023, closing a stake of 1,553 shares — an estimated $126K sold.

Legacy Financial Group (Iowa) first reported a position in DIS in Q3 2023 and held it in 1 quarter. The position peaked at $126K in Q3 2023. 3,000 funds tracked by Wall St. Rank hold DIS as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Walt Disney position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 1,553 Walt Disney shares in Q4 2023, an estimated $126K.
  • Legacy Financial Group (Iowa) first reported a position in Walt Disney in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Walt Disney position peaked at $126K in Q3 2023.
  • 3,000 funds tracked by Wall St. Rank held Walt Disney as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.