Provence Wealth Management Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $445K | Buy |
4,931
+3,139
| +175% | +$283K | 0.24% | 86 |
|
|
2023
Q3 | $145K | Sell |
1,792
-1,553
| -46% | -$126K | 0.09% | 150 |
|
|
2023
Q2 | $299K | Sell |
3,345
-1,139
| -25% | -$102K | 0.18% | 112 |
|
|
2023
Q1 | $449K | Buy |
4,484
+950
| +27% | +$95.1K | 0.3% | 73 |
|
|
2022
Q4 | $307K | Buy |
+3,534
| New | +$307K | 0.25% | 83 |
|
|
2022
Q2 | – | Sell |
-1,767
| Closed | -$242K | – | 59 |
|
|
2022
Q1 | $242K | Hold |
1,767
| – | – | 0.28% | 49 |
|
|
2021
Q4 | $274K | Buy |
+1,767
| New | +$274K | 0.31% | 59 |
|