Professional Financial Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-729
| Closed | -$69K | – | 169 |
|
|
2022
Q3 | $69K | Hold |
729
| – | – | 0.04% | 123 |
|
|
2022
Q2 | $69K | Hold |
729
| – | – | 0.04% | 126 |
|
|
2022
Q1 | $100K | Buy |
729
+58
| +9% | +$7.96K | 0.04% | 109 |
|
|
2021
Q4 | $104K | Sell |
671
-88
| -12% | -$13.6K | 0.05% | 130 |
|
|
2021
Q3 | $128K | Hold |
759
| – | – | 0.07% | 101 |
|
|
2021
Q2 | $132K | Hold |
759
| – | – | 0.07% | 105 |
|
|
2021
Q1 | $140K | Hold |
759
| – | – | 0.09% | 95 |
|
|
2020
Q4 | $138K | Hold |
759
| – | – | 0.11% | 86 |
|
|
2020
Q3 | $92K | Buy |
+759
| New | +$92K | 0.09% | 96 |
|