Legacy Wealth Planning’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $236K | Buy |
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|
2022
Q1 | $264K | Hold |
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|
2021
Q4 | $298K | Sell |
|
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|
2021
Q3 | $382K | Hold |
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|
2021
Q2 | $397K | Sell |
|
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|
2021
Q1 | $451K | Buy |
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|
2020
Q4 | $429K | Buy |
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|
2020
Q3 | $292K | Buy |
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|
2020
Q2 | $218K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $263K | Buy |
|