McGuire Investment Group’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 | – | Sell |
-2,363
| Closed | -$211K | – | 118 |
|
|
2023
Q2 | $211K | Sell |
2,363
-901
| -28% | -$80.4K | 0.04% | 112 |
|
|
2023
Q1 | $327K | Sell |
3,264
-8
| -0.2% | -$801 | 0.07% | 89 |
|
|
2022
Q4 | $284K | Sell |
3,272
-48
| -1% | -$4.17K | 0.06% | 93 |
|
|
2022
Q3 | $313K | Hold |
3,320
| – | – | 0.07% | 89 |
|
|
2022
Q2 | $313K | Sell |
3,320
-501
| -13% | -$47.2K | 0.07% | 92 |
|
|
2022
Q1 | $524K | Sell |
3,821
-1
| -0% | -$137 | 0.1% | 75 |
|
|
2021
Q4 | $592K | Sell |
3,822
-329
| -8% | -$51K | 0.1% | 77 |
|
|
2021
Q3 | $702K | Buy |
4,151
+107
| +3% | +$18.1K | 0.13% | 67 |
|
|
2021
Q2 | $711K | Buy |
4,044
+487
| +14% | +$85.6K | 0.13% | 69 |
|
|
2021
Q1 | $656K | Sell |
3,557
-17
| -0.5% | -$3.14K | 0.14% | 67 |
|
|
2020
Q4 | $648K | Hold |
3,574
| – | – | 0.16% | 61 |
|
|
2020
Q3 | $443K | Buy |
3,574
+253
| +8% | +$31.4K | 0.13% | 64 |
|
|
2020
Q2 | $370K | Buy |
3,321
+265
| +9% | +$29.5K | 0.13% | 67 |
|
|
2020
Q1 | $295K | Buy |
3,056
+73
| +2% | +$7.05K | 0.12% | 68 |
|
|
2019
Q4 | $431K | Hold |
2,983
| – | – | 0.13% | 70 |
|
|
2019
Q3 | $389K | Hold |
2,983
| – | – | 0.13% | 71 |
|
|
2019
Q2 | $417K | Hold |
2,983
| – | – | 0.13% | 69 |
|
|
2019
Q1 | $331K | Sell |
2,983
-9
| -0.3% | -$999 | 0.11% | 78 |
|
|
2018
Q4 | $328K | Sell |
2,992
-81
| -3% | -$8.88K | 0.12% | 74 |
|
|
2018
Q3 | $359K | Buy |
+3,073
| New | +$359K | 0.12% | 77 |
|