Masso Torrence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,838
| Closed | -$837K | – | 96 |
|
|
2024
Q1 | $837K | Hold |
6,838
| – | – | 0.5% | 43 |
|
|
2023
Q4 | $617K | Sell |
6,838
-25
| -0.4% | -$2.26K | 0.42% | 46 |
|
|
2023
Q3 | $556K | Buy |
6,863
+1,020
| +17% | +$82.7K | 0.43% | 49 |
|
|
2023
Q2 | $522K | Buy |
5,843
+2,060
| +54% | +$184K | 0.38% | 54 |
|
|
2023
Q1 | $379K | Sell |
3,783
-60
| -2% | -$6.01K | 0.3% | 64 |
|
|
2022
Q4 | $334K | Hold |
3,843
| – | – | 0.27% | 70 |
|
|
2022
Q3 | $363K | Sell |
3,843
-185
| -5% | -$17.5K | 0.32% | 55 |
|
|
2022
Q2 | $380K | Buy |
4,028
+1,368
| +51% | +$129K | 0.33% | 52 |
|
|
2022
Q1 | $365K | Hold |
2,660
| – | – | 0.29% | 57 |
|
|
2021
Q4 | $412K | Buy |
+2,660
| New | +$412K | 0.29% | 64 |
|