Peterson Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,607
| Closed | -$868K | – | 60 |
|
|
2021
Q4 | $868K | Sell |
5,607
-67
| -1% | -$10.4K | 0.58% | 46 |
|
|
2021
Q3 | $960K | Sell |
5,674
-294
| -5% | -$49.7K | 0.74% | 41 |
|
|
2021
Q2 | $1.05M | Buy |
5,968
+4,483
| +302% | +$788K | 0.82% | 39 |
|
|
2021
Q1 | $274K | Buy |
+1,485
| New | +$274K | 0.23% | 44 |
|
|
2020
Q1 | – | Sell |
-1,778
| Closed | -$258K | – | 48 |
|
|
2019
Q4 | $258K | Buy |
+1,778
| New | +$258K | 0.23% | 36 |
|