Plotkin Financial Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $208K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $257K | Buy |
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|
2021
Q4 | $284K | Buy |
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|
2021
Q3 | $305K | Buy |
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|
2021
Q2 | $302K | Buy |
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|
2021
Q1 | $203K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $205K | Buy |
|