Peterson Financial Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $10.8K | Buy |
+112
| New | +$10.8K | 0.04% | 198 |
|
|
2023
Q1 | – | Sell |
-7,052
| Closed | -$613K | – | 35 |
|
|
2022
Q4 | $613K | Sell |
7,052
-3,929
| -36% | -$341K | 0.81% | 52 |
|
|
2022
Q3 | $1.04M | Sell |
10,981
-1,184
| -10% | -$112K | 1.01% | 45 |
|
|
2022
Q2 | $1.15M | Buy |
12,165
+1,417
| +13% | +$134K | 1.08% | 42 |
|
|
2022
Q1 | $1.47M | Buy |
10,748
+1,007
| +10% | +$138K | 1.22% | 37 |
|
|
2021
Q4 | $1.51M | Buy |
+9,741
| New | +$1.51M | 1.23% | 33 |
|