Minot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,231
| Closed | -$500K | – | 210 |
|
|
2021
Q4 | $500K | Sell |
3,231
-3,461
| -52% | -$536K | 0.1% | 130 |
|
|
2021
Q3 | $1.13M | Sell |
6,692
-485
| -7% | -$82K | 0.24% | 80 |
|
|
2021
Q2 | $1.32M | Sell |
7,177
-13,941
| -66% | -$2.56M | 0.29% | 76 |
|
|
2021
Q1 | $3.9M | Buy |
21,118
+19,007
| +900% | +$3.51M | 0.99% | 33 |
|
|
2020
Q4 | $382K | Buy |
+2,111
| New | +$382K | 0.11% | 113 |
|
|
2020
Q2 | – | Sell |
-13,499
| Closed | -$1.3M | – | 115 |
|
|
2020
Q1 | $1.3M | Sell |
13,499
-2,714
| -17% | -$262K | 0.93% | 40 |
|
|
2019
Q4 | $2.34M | Buy |
+16,213
| New | +$2.34M | 1.06% | 29 |
|