Levy Wealth Management Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,007
| Closed | -$268K | – | 109 |
|
|
2023
Q2 | $268K | Sell |
3,007
-16
| -0.5% | -$1.43K | 0.08% | 96 |
|
|
2023
Q1 | $303K | Hold |
3,023
| – | – | 0.09% | 82 |
|
|
2022
Q4 | $263K | Sell |
3,023
-211
| -7% | -$18.3K | 0.09% | 74 |
|
|
2022
Q3 | $305K | Buy |
3,234
+864
| +36% | +$81.5K | 0.13% | 59 |
|
|
2022
Q2 | $224K | Hold |
2,370
| – | – | 0.1% | 63 |
|
|
2022
Q1 | $325K | Hold |
2,370
| – | – | 0.14% | 48 |
|
|
2021
Q4 | $367K | Buy |
2,370
+16
| +0.7% | +$2.48K | 0.17% | 48 |
|
|
2021
Q3 | $398K | Sell |
2,354
-79
| -3% | -$13.4K | 0.22% | 44 |
|
|
2021
Q2 | $428K | Hold |
2,433
| – | – | 0.25% | 39 |
|
|
2021
Q1 | $449K | Hold |
2,433
| – | – | 0.3% | 36 |
|
|
2020
Q4 | $441K | Buy |
+2,433
| New | +$441K | 0.31% | 34 |
|