Oldfather Financial Services’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,742
| Closed | -$514K | – | 59 |
|
|
2021
Q1 | $514K | Buy |
2,742
+7
| +0.3% | +$1.31K | 0.3% | 41 |
|
|
2020
Q4 | $495K | Buy |
2,735
+67
| +3% | +$12.1K | 0.29% | 44 |
|
|
2020
Q3 | $338K | Buy |
2,668
+8
| +0.3% | +$1.01K | 0.24% | 47 |
|
|
2020
Q2 | $308K | Hold |
2,660
| – | – | 0.24% | 48 |
|
|
2020
Q1 | $278K | Hold |
2,660
| – | – | 0.26% | 46 |
|
|
2019
Q4 | $362K | Buy |
+2,660
| New | +$362K | 0.34% | 40 |
|