Nikulski Financial’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,625
| Closed | -$508K | – | 133 |
|
|
2023
Q4 | $508K | Sell |
5,625
-2,600
| -32% | -$235K | 0.19% | 86 |
|
|
2023
Q3 | $667K | Sell |
8,225
-387
| -4% | -$31.4K | 0.28% | 78 |
|
|
2023
Q2 | $769K | Buy |
8,612
+782
| +10% | +$69.8K | 0.32% | 76 |
|
|
2023
Q1 | $784K | Buy |
7,830
+332
| +4% | +$33.2K | 0.35% | 68 |
|
|
2022
Q4 | $651K | Sell |
7,498
-3,373
| -31% | -$293K | 0.31% | 74 |
|
|
2022
Q3 | $1.03M | Buy |
10,871
+42
| +0.4% | +$3.96K | 0.53% | 46 |
|
|
2022
Q2 | $1.02M | Sell |
10,829
-2,692
| -20% | -$254K | 0.51% | 52 |
|
|
2022
Q1 | $1.85M | Buy |
13,521
+1,291
| +11% | +$177K | 0.78% | 36 |
|
|
2021
Q4 | $1.89M | Buy |
12,230
+870
| +8% | +$135K | 0.79% | 38 |
|
|
2021
Q3 | $1.92M | Buy |
11,360
+346
| +3% | +$58.5K | 0.89% | 36 |
|
|
2021
Q2 | $1.95M | Buy |
11,014
+409
| +4% | +$72.3K | 0.91% | 33 |
|
|
2021
Q1 | $1.96M | Sell |
10,605
-62
| -0.6% | -$11.4K | 1% | 31 |
|
|
2020
Q4 | $1.93M | Buy |
10,667
+298
| +3% | +$54K | 1.06% | 29 |
|
|
2020
Q3 | $1.29M | Buy |
10,369
+160
| +2% | +$19.9K | 0.82% | 36 |
|
|
2020
Q2 | $1.14M | Buy |
10,209
+1,426
| +16% | +$159K | 0.8% | 36 |
|
|
2020
Q1 | $848K | Buy |
8,783
+3,313
| +61% | +$320K | 0.74% | 36 |
|
|
2019
Q4 | $744K | Buy |
5,470
+1,485
| +37% | +$202K | 0.54% | 44 |
|
|
2019
Q3 | $518K | Buy |
3,985
+2,085
| +110% | +$271K | 0.43% | 49 |
|
|
2019
Q2 | $271K | Buy |
+1,900
| New | +$271K | 0.23% | 69 |
|