Level Financial Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,222
| Closed | -$110K | – | 127 |
|
|
2023
Q4 | $110K | Hold |
1,222
| – | – | 0.05% | 81 |
|
|
2023
Q3 | $99K | Sell |
1,222
-203
| -14% | -$16.5K | 0.06% | 79 |
|
|
2023
Q2 | $127K | Hold |
1,425
| – | – | 0.07% | 71 |
|
|
2023
Q1 | $143K | Sell |
1,425
-5
| -0.3% | -$501 | 0.09% | 59 |
|
|
2022
Q4 | $124K | Sell |
1,430
-272
| -16% | -$23.6K | 0.08% | 62 |
|
|
2022
Q3 | $161K | Sell |
1,702
-46
| -3% | -$4.35K | 0.12% | 55 |
|
|
2022
Q2 | $165K | Buy |
1,748
+46
| +3% | +$4.34K | 0.12% | 52 |
|
|
2022
Q1 | $233K | Hold |
1,702
| – | – | 0.18% | 39 |
|
|
2021
Q4 | $264K | Buy |
+1,702
| New | +$264K | 0.2% | 38 |
|