Pursue Wealth Partners’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 | – | Sell |
-15,650
| Closed | -$1.27M | – | 96 |
|
|
2023
Q3 | $1.27M | Sell |
15,650
-6,192
| -28% | -$502K | 0.9% | 30 |
|
|
2023
Q2 | $1.95M | Sell |
21,842
-10,172
| -32% | -$908K | 1.22% | 27 |
|
|
2023
Q1 | $3.21M | Sell |
32,014
-7,194
| -18% | -$720K | 2.19% | 12 |
|
|
2022
Q4 | $3.41M | Sell |
39,208
-3,713
| -9% | -$323K | 2.63% | 6 |
|
|
2022
Q3 | $4.05M | Buy |
42,921
+2,593
| +6% | +$245K | 2.91% | 7 |
|
|
2022
Q2 | $3.81M | Sell |
40,328
-25,927
| -39% | -$2.45M | 2.42% | 10 |
|
|
2022
Q1 | $8.74M | Buy |
66,255
+62,129
| +1,506% | +$8.19M | 3.61% | 4 |
|
|
2021
Q4 | $639K | Buy |
+4,126
| New | +$639K | 0.25% | 79 |
|