RE Dickinson Investment Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $195K | Buy |
175
+19
| +12% | +$21.2K | 0.01% | 136 |
|
|
2024
Q3 | $15K | Hold |
156
| – | – | 0.01% | 148 |
|
|
2024
Q2 | $15.5K | Buy |
156
+97
| +164% | +$9.64K | 0.01% | 141 |
|
|
2024
Q1 | $7K | Hold |
59
| – | – | ﹤0.01% | 167 |
|
|
2023
Q4 | $6K | Sell |
59
-50
| -46% | -$5.09K | ﹤0.01% | 176 |
|
|
2023
Q3 | $9K | Sell |
109
-64
| -37% | -$5.28K | 0.01% | 177 |
|
|
2023
Q2 | $16K | Buy |
173
+11
| +7% | +$1.02K | 0.01% | 229 |
|
|
2023
Q1 | $16K | Buy |
162
+25
| +18% | +$2.47K | 0.01% | 237 |
|
|
2022
Q4 | $11K | Hold |
137
| – | – | ﹤0.01% | 249 |
|
|
2022
Q3 | $13K | Buy |
137
+40
| +41% | +$3.8K | 0.01% | 138 |
|
|
2022
Q2 | $9 | Sell |
97
-75
| -44% | -$7 | ﹤0.01% | 166 |
|
|
2022
Q1 | $23K | Buy |
172
+85
| +98% | +$11.4K | 0.02% | 134 |
|
|
2021
Q4 | $13K | Buy |
+87
| New | +$13K | 0.01% | 165 |
|