MBM Wealth Consultants’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-366
| Closed | -$12K | – | 149 |
|
|
2023
Q1 | $12K | Hold |
366
| – | – | ﹤0.01% | 211 |
|
|
2022
Q4 | $33K | Buy |
366
+243
| +198% | +$21.9K | 0.02% | 181 |
|
|
2022
Q3 | $12K | Buy |
123
+10
| +9% | +$976 | 0.01% | 207 |
|
|
2022
Q2 | $11K | Sell |
113
-607
| -84% | -$59.1K | 0.01% | 218 |
|
|
2022
Q1 | $99K | Buy |
720
+500
| +227% | +$68.8K | 0.04% | 125 |
|
|
2021
Q4 | $34K | Buy |
220
+107
| +95% | +$16.5K | 0.01% | 188 |
|
|
2021
Q3 | $19K | Hold |
113
| – | – | 0.01% | 207 |
|
|
2021
Q2 | $20K | Hold |
113
| – | – | 0.01% | 196 |
|
|
2021
Q1 | $21K | Hold |
113
| – | – | 0.01% | 188 |
|
|
2020
Q4 | $20K | Hold |
113
| – | – | 0.01% | 168 |
|
|
2020
Q3 | $14K | Buy |
+113
| New | +$14K | 0.01% | 167 |
|
|
2019
Q1 | – | Sell |
-604
| Closed | -$66K | – | 219 |
|
|
2018
Q4 | $66K | Buy |
+604
| New | +$66K | 0.06% | 112 |
|