Meridian Financial Partners’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 |
-10,660
| Closed | -$919K | – | 57 |
|
|
2023
Q2 | $919K | Buy |
+10,660
| New | +$919K | 0.55% | 46 |
|
|
2022
Q3 | – | Sell |
-9,761
| Closed | -$1.01M | – | 54 |
|
|
2022
Q2 | $1.01M | Buy |
+9,761
| New | +$1.01M | 0.69% | 38 |
|
|
2022
Q1 | – | Sell |
-9,419
| Closed | -$1.41M | – | 52 |
|
|
2021
Q4 | $1.41M | Buy |
9,419
+338
| +4% | +$50.7K | 0.96% | 25 |
|
|
2021
Q3 | $1.57M | Buy |
9,081
+127
| +1% | +$22K | 1.05% | 19 |
|
|
2021
Q2 | $1.58M | Buy |
8,954
+97
| +1% | +$17.1K | 1.08% | 19 |
|
|
2021
Q1 | $1.62M | Buy |
8,857
+203
| +2% | +$37.1K | 1.22% | 15 |
|
|
2020
Q4 | $1.5M | Sell |
8,654
-238
| -3% | -$41.3K | 1.16% | 15 |
|
|
2020
Q3 | $1.1M | Buy |
8,892
+233
| +3% | +$28.9K | 0.93% | 21 |
|
|
2020
Q2 | $1.03M | Buy |
8,659
+1,772
| +26% | +$210K | 0.93% | 19 |
|
|
2020
Q1 | $734K | Buy |
6,887
+381
| +6% | +$40.6K | 0.79% | 19 |
|
|
2019
Q4 | $946K | Buy |
6,506
+23
| +0.4% | +$3.34K | 0.95% | 16 |
|
|
2019
Q3 | $837K | Buy |
6,483
+124
| +2% | +$16K | 0.94% | 17 |
|
|
2019
Q2 | $906K | Sell |
6,359
-65
| -1% | -$9.26K | 1.01% | 18 |
|
|
2019
Q1 | $846K | Buy |
6,424
+50
| +0.8% | +$6.59K | 0.96% | 18 |
|
|
2018
Q4 | $699K | Buy |
+6,374
| New | +$699K | 0.94% | 21 |
|