Loveless Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.3M | Sell |
13,797
-210
| -1% | -$19.8K | 0.85% | 44 |
|
|
2022
Q1 | $1.92M | Buy |
14,007
+125
| +0.9% | +$17.1K | 1.09% | 31 |
|
|
2021
Q4 | $2.15M | Buy |
13,882
+225
| +2% | +$34.8K | 1.18% | 29 |
|
|
2021
Q3 | $2.31M | Buy |
13,657
+50
| +0.4% | +$8.46K | 1.41% | 25 |
|
|
2021
Q2 | $2.39M | Buy |
13,607
+535
| +4% | +$94K | 1.45% | 22 |
|
|
2021
Q1 | $2.41M | Buy |
13,072
+90
| +0.7% | +$16.6K | 1.59% | 16 |
|
|
2020
Q4 | $2.35M | Buy |
12,982
+87
| +0.7% | +$15.8K | 1.73% | 15 |
|
|
2020
Q3 | $1.6M | Sell |
12,895
-310
| -2% | -$38.5K | 1.35% | 27 |
|
|
2020
Q2 | $1.47M | Buy |
13,205
+168
| +1% | +$18.7K | 1.37% | 24 |
|
|
2020
Q1 | $1.26M | Buy |
13,037
+574
| +5% | +$55.4K | 1.48% | 24 |
|
|
2019
Q4 | $1.83M | Buy |
+12,463
| New | +$1.83M | 1.57% | 18 |
|