Professional Planning’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.76M | Buy |
22,215
+3,757
| +20% | +$636K | 1.79% | 12 |
|
|
2021
Q2 | $3.24M | Sell |
18,458
-238
| -1% | -$41.8K | 1.49% | 15 |
|
|
2021
Q1 | $3.45M | Sell |
18,696
-3,129
| -14% | -$577K | 1.68% | 13 |
|
|
2020
Q4 | $3.95M | Sell |
21,825
-220
| -1% | -$39.9K | 1.6% | 13 |
|
|
2020
Q3 | $2.74M | Sell |
22,045
-248
| -1% | -$30.8K | 2.08% | 13 |
|
|
2020
Q2 | $2.49M | Sell |
22,293
-2,133
| -9% | -$238K | 1.33% | 14 |
|
|
2020
Q1 | $2.32M | Sell |
24,426
-4,397
| -15% | -$417K | 2.7% | 12 |
|
|
2019
Q4 | $4.17M | Buy |
28,823
+800
| +3% | +$116K | 3.61% | 8 |
|
|
2019
Q3 | $3.65M | Buy |
28,023
+5,769
| +26% | +$752K | 3.88% | 9 |
|
|
2019
Q2 | $3.11M | Buy |
22,254
+4,537
| +26% | +$633K | 3.67% | 10 |
|
|
2019
Q1 | $1.97M | Buy |
17,717
+2,035
| +13% | +$226K | 2.4% | 15 |
|
|
2018
Q4 | $1.72M | Buy |
15,682
+1,549
| +11% | +$170K | 2.34% | 16 |
|
|
2018
Q3 | $1.65M | Buy |
14,133
+596
| +4% | +$69.7K | 2.31% | 12 |
|
|
2018
Q2 | $1.42M | Sell |
13,537
-360
| -3% | -$37.7K | 2.24% | 12 |
|
|
2018
Q1 | $1.4M | Sell |
13,897
-165
| -1% | -$16.6K | 2.38% | 14 |
|
|
2017
Q4 | $1.51M | Buy |
+14,062
| New | +$1.51M | 2.75% | 12 |
|