Madison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.19M | Sell |
27,010
-29,358
| -52% | -$2.38M | 0.46% | 71 |
|
|
2023
Q2 | $5.03M | Buy |
56,368
+14,957
| +36% | +$1.34M | 1.02% | 30 |
|
|
2023
Q1 | $4.15M | Sell |
41,411
-506
| -1% | -$50.7K | 0.9% | 37 |
|
|
2022
Q4 | $3.64M | Sell |
41,917
-1,728
| -4% | -$150K | 0.83% | 38 |
|
|
2022
Q3 | $4.12M | Buy |
43,645
+2,895
| +7% | +$273K | 1.01% | 28 |
|
|
2022
Q2 | $3.85M | Sell |
40,750
-60
| -0.1% | -$5.66K | 0.93% | 32 |
|
|
2022
Q1 | $5.6M | Buy |
40,810
+1,037
| +3% | +$142K | 1.18% | 23 |
|
|
2021
Q4 | $6.16M | Sell |
39,773
-488
| -1% | -$75.6K | 1.23% | 22 |
|
|
2021
Q3 | $6.81M | Sell |
40,261
-66
| -0.2% | -$11.2K | 1.49% | 20 |
|
|
2021
Q2 | $7.09M | Buy |
40,327
+899
| +2% | +$158K | 1.56% | 17 |
|
|
2021
Q1 | $7.28M | Buy |
39,428
+295
| +0.8% | +$54.4K | 1.78% | 15 |
|
|
2020
Q4 | $7.09M | Buy |
39,133
+25
| +0.1% | +$4.53K | 1.87% | 15 |
|
|
2020
Q3 | $4.85M | Sell |
39,108
-351
| -0.9% | -$43.5K | 1.45% | 18 |
|
|
2020
Q2 | $4.4M | Sell |
39,459
-1,467
| -4% | -$164K | 1.45% | 19 |
|
|
2020
Q1 | $3.95M | Sell |
40,926
-862
| -2% | -$83.3K | 1.59% | 19 |
|
|
2019
Q4 | $6.04M | Buy |
+41,788
| New | +$6.04M | 1.74% | 16 |
|