Legacy Wealth Management (Mississippi)’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 |
-25,440
| Closed | -$3.11M | – | 73 |
|
|
2024
Q1 | $3.11M | Hold |
25,440
| – | – | 1.4% | 20 |
|
|
2023
Q4 | $2.3M | Buy |
25,440
+171
| +0.7% | +$15.4K | 1.11% | 25 |
|
|
2023
Q3 | $2.05M | Sell |
25,269
-602
| -2% | -$48.8K | 1.06% | 28 |
|
|
2023
Q2 | $2.31M | Buy |
+25,871
| New | +$2.31M | 1.16% | 25 |
|
|
2022
Q2 | – | Sell |
-9,796
| Closed | -$1.34M | – | 87 |
|
|
2022
Q1 | $1.34M | Sell |
9,796
-1,205
| -11% | -$165K | 0.7% | 44 |
|
|
2021
Q4 | $1.7M | Buy |
11,001
+318
| +3% | +$49.3K | 0.87% | 33 |
|
|
2021
Q3 | $1.81M | Buy |
10,683
+3
| +0% | +$508 | 0.97% | 31 |
|
|
2021
Q2 | $1.88M | Sell |
10,680
-307
| -3% | -$54K | 1.04% | 29 |
|
|
2021
Q1 | $2.03M | Buy |
10,987
+182
| +2% | +$33.6K | 1.23% | 22 |
|
|
2020
Q4 | $1.96M | Sell |
10,805
-4,778
| -31% | -$866K | 1.24% | 25 |
|
|
2020
Q3 | $1.93M | Sell |
15,583
-5,430
| -26% | -$674K | 1.33% | 18 |
|
|
2020
Q2 | $2.34M | Sell |
21,013
-160
| -0.8% | -$17.8K | 1.79% | 9 |
|
|
2020
Q1 | $2.05M | Buy |
21,173
+15,338
| +263% | +$1.48M | 1.91% | 9 |
|
|
2019
Q4 | $844K | Buy |
+5,835
| New | +$844K | 0.74% | 41 |
|