MinichMacGregor Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,067
| Closed | -$367K | – | 105 |
|
|
2023
Q4 | $367K | Buy |
+4,067
| New | +$367K | 0.11% | 65 |
|
|
2023
Q1 | – | Sell |
-1,211
| Closed | -$105K | – | 227 |
|
|
2022
Q4 | $105K | Buy |
+1,211
| New | +$105K | 0.04% | 110 |
|
|
2021
Q4 | – | Sell |
-1,629
| Closed | -$275K | – | 89 |
|
|
2021
Q3 | $275K | Buy |
1,629
+51
| +3% | +$8.61K | 0.09% | 67 |
|
|
2021
Q2 | $277K | Sell |
1,578
-22
| -1% | -$3.86K | 0.1% | 68 |
|
|
2021
Q1 | $295K | Buy |
1,600
+131
| +9% | +$24.2K | 0.11% | 69 |
|
|
2020
Q4 | $266K | Buy |
+1,469
| New | +$266K | 0.11% | 66 |
|
|
2020
Q1 | – | Sell |
-1,797
| Closed | -$259K | – | 83 |
|
|
2019
Q4 | $259K | Sell |
1,797
-45
| -2% | -$6.49K | 0.14% | 47 |
|
|
2019
Q3 | $240K | Buy |
1,842
+81
| +5% | +$10.6K | 0.16% | 45 |
|
|
2019
Q2 | $249K | Buy |
+1,761
| New | +$249K | 0.17% | 40 |
|
|
2019
Q1 | – | Sell |
-28,965
| Closed | -$2.86M | – | 67 |
|
|
2018
Q4 | $2.86M | Buy |
28,965
+27,773
| +2,330% | +$2.74M | 1.95% | 14 |
|
|
2018
Q3 | $138K | Buy |
1,192
+15
| +1% | +$1.74K | 0.09% | 59 |
|
|
2018
Q2 | $123K | Buy |
1,177
+28
| +2% | +$2.93K | 0.09% | 64 |
|
|
2018
Q1 | $115K | Buy |
1,149
+4
| +0.3% | +$400 | 0.09% | 64 |
|
|
2017
Q4 | $123K | Sell |
1,145
-52
| -4% | -$5.59K | 0.1% | 59 |
|
|
2017
Q3 | $118K | Sell |
1,197
-53
| -4% | -$5.23K | 0.1% | 58 |
|
|
2017
Q2 | $132K | Sell |
1,250
-46
| -4% | -$4.86K | 0.11% | 52 |
|
|
2017
Q1 | $147K | Buy |
1,296
+129
| +11% | +$14.6K | 0.13% | 46 |
|
|
2016
Q4 | $121K | Buy |
1,167
+105
| +10% | +$10.9K | 0.11% | 52 |
|
|
2016
Q3 | $98K | Buy |
1,062
+5
| +0.5% | +$461 | 0.09% | 65 |
|
|
2016
Q2 | $103K | Buy |
1,057
+34
| +3% | +$3.31K | 0.1% | 61 |
|
|
2016
Q1 | $101K | Sell |
1,023
-15
| -1% | -$1.48K | 0.1% | 60 |
|
|
2015
Q4 | $114K | Buy |
+1,038
| New | +$114K | 0.11% | 52 |
|