Merriman 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
Q4 | $306K | Buy |
2,738
+79
| +3% | +$8.83K | 0.01% | 168 |
|
|
2024
Q3 | $256K | Sell |
2,659
-522
| -16% | -$50.2K | 0.01% | 191 |
|
|
2024
Q2 | $316K | Buy |
3,181
+129
| +4% | +$12.8K | 0.01% | 168 |
|
|
2024
Q1 | $373K | Sell |
3,052
-1,242
| -29% | -$152K | 0.02% | 152 |
|
|
2023
Q4 | $388K | Sell |
4,294
-95
| -2% | -$8.59K | 0.02% | 142 |
|
|
2023
Q3 | $356K | Buy |
4,389
+1,225
| +39% | +$99.3K | 0.02% | 137 |
|
|
2023
Q2 | $282K | Buy |
3,164
+597
| +23% | +$53.3K | 0.01% | 178 |
|
|
2023
Q1 | $257K | Sell |
2,567
-19
| -0.7% | -$1.9K | 0.01% | 169 |
|
|
2022
Q4 | $225K | Sell |
2,586
-303
| -10% | -$26.3K | 0.01% | 190 |
|
|
2022
Q3 | $273K | Sell |
2,889
-1,243
| -30% | -$117K | 0.02% | 138 |
|
|
2022
Q2 | $390K | Buy |
4,132
+1,312
| +47% | +$124K | 0.03% | 111 |
|
|
2022
Q1 | $387K | Sell |
2,820
-428
| -13% | -$58.7K | 0.03% | 145 |
|
|
2021
Q4 | $503K | Buy |
3,248
+437
| +16% | +$67.7K | 0.04% | 146 |
|
|
2021
Q3 | $476K | Sell |
2,811
-457
| -14% | -$77.4K | 0.04% | 143 |
|
|
2021
Q2 | $574K | Buy |
3,268
+136
| +4% | +$23.9K | 0.05% | 150 |
|
|
2021
Q1 | $578K | Sell |
3,132
-448
| -13% | -$82.7K | 0.07% | 122 |
|
|
2020
Q4 | $649K | Buy |
3,580
+529
| +17% | +$95.9K | 0.07% | 129 |
|
|
2020
Q3 | $379K | Buy |
3,051
+160
| +6% | +$19.9K | 0.06% | 121 |
|
|
2020
Q2 | $322K | Sell |
2,891
-1,464
| -34% | -$163K | 0.05% | 133 |
|
|
2020
Q1 | $421K | Buy |
4,355
+137
| +3% | +$13.2K | 0.09% | 100 |
|
|
2019
Q4 | $610K | Sell |
4,218
-83
| -2% | -$12K | 0.12% | 116 |
|
|
2019
Q3 | $561K | Sell |
4,301
-27
| -0.6% | -$3.52K | 0.11% | 110 |
|
|
2019
Q2 | $6.13K | Buy |
4,328
+31
| +0.7% | +$44 | 0.12% | 109 |
|
|
2019
Q1 | $477K | Sell |
4,297
-823
| -16% | -$91.4K | 0.09% | 140 |
|
|
2018
Q4 | $561K | Buy |
5,120
+82
| +2% | +$8.99K | 0.12% | 84 |
|
|
2018
Q3 | $589K | Sell |
5,038
-597
| -11% | -$69.8K | 0.13% | 104 |
|
|
2018
Q2 | $591K | Buy |
5,635
+367
| +7% | +$38.5K | 0.13% | 99 |
|
|
2018
Q1 | $529K | Sell |
5,268
-397
| -7% | -$39.9K | 0.14% | 117 |
|
|
2017
Q4 | $609K | Buy |
5,665
+1,842
| +48% | +$198K | 0.15% | 104 |
|
|
2017
Q3 | $377K | Buy |
+3,823
| New | +$377K | 0.09% | 117 |
|