McGlone Suttner 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
Q1 | – | Sell |
-1,083
| Closed | -$97.8K | – | 326 |
|
|
2023
Q4 | $97.8K | Buy |
+1,083
| New | +$97.8K | 0.02% | 215 |
|
|
2023
Q3 | – | Sell |
-2,843
| Closed | -$254K | – | 146 |
|
|
2023
Q2 | $254K | Buy |
2,843
+5
| +0.2% | +$446 | 0.06% | 123 |
|
|
2023
Q1 | $284K | Sell |
2,838
-409
| -13% | -$41K | 0.07% | 113 |
|
|
2022
Q4 | $282K | Buy |
+3,247
| New | +$282K | 0.09% | 104 |
|