Peachtree Investment Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,087
| Closed | -$209K | – | 109 |
|
|
2023
Q1 | $209K | Buy |
+2,087
| New | +$209K | 0.13% | 74 |
|
|
2022
Q4 | – | Sell |
-2,550
| Closed | -$241K | – | 98 |
|
|
2022
Q3 | $241K | Sell |
2,550
-272
| -10% | -$25.7K | 0.16% | 62 |
|
|
2022
Q2 | $266K | Sell |
2,822
-2,339
| -45% | -$220K | 0.17% | 66 |
|
|
2022
Q1 | $708K | Buy |
5,161
+66
| +1% | +$9.05K | 0.33% | 51 |
|
|
2021
Q4 | $789K | Sell |
5,095
-637
| -11% | -$98.6K | 0.33% | 44 |
|
|
2021
Q3 | $970K | Sell |
5,732
-197
| -3% | -$33.3K | 0.47% | 36 |
|
|
2021
Q2 | $1.04M | Sell |
5,929
-1,235
| -17% | -$217K | 0.51% | 34 |
|
|
2021
Q1 | $1.32M | Buy |
7,164
+1,228
| +21% | +$227K | 0.76% | 28 |
|
|
2020
Q4 | $1.08M | Buy |
5,936
+367
| +7% | +$66.5K | 0.63% | 30 |
|
|
2020
Q3 | $691K | Sell |
5,569
-997
| -15% | -$124K | 0.48% | 35 |
|
|
2020
Q2 | $732K | Buy |
6,566
+426
| +7% | +$47.5K | 0.6% | 30 |
|
|
2020
Q1 | $593K | Sell |
6,140
-2,603
| -30% | -$251K | 0.59% | 27 |
|
|
2019
Q4 | $1.26M | Buy |
8,743
+711
| +9% | +$103K | 0.87% | 23 |
|
|
2019
Q3 | $1.05M | Buy |
8,032
+1,792
| +29% | +$234K | 0.83% | 26 |
|
|
2019
Q2 | $871K | Buy |
6,240
+3,455
| +124% | +$482K | 0.68% | 29 |
|
|
2019
Q1 | $309K | Buy |
2,785
+54
| +2% | +$5.99K | 0.26% | 51 |
|
|
2018
Q4 | $299K | Buy |
+2,731
| New | +$299K | 0.34% | 44 |
|