Peninsula Wealth’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $205K | Buy |
+1,844
| New | +$205K | 0.04% | 103 |
|
|
2024
Q2 | – | Sell |
-1,731
| Closed | -$212K | – | 98 |
|
|
2024
Q1 | $212K | Buy |
+1,731
| New | +$212K | 0.04% | 92 |
|
|
2020
Q1 | – | Sell |
-1,513
| Closed | -$219K | – | 39 |
|
|
2019
Q4 | $219K | Sell |
1,513
-399
| -21% | -$57.8K | 0.1% | 39 |
|
|
2019
Q3 | $249K | Buy |
+1,912
| New | +$249K | 0.12% | 31 |
|