REDW Wealth’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,757
| Closed | -$215K | – | 159 |
|
|
2024
Q1 | $215K | Buy |
+1,757
| New | +$215K | 0.06% | 155 |
|
|
2023
Q2 | – | Sell |
-2,087
| Closed | -$209K | – | 142 |
|
|
2023
Q1 | $209K | Buy |
+2,087
| New | +$209K | 0.07% | 137 |
|
|
2022
Q4 | – | Sell |
-2,118
| Closed | -$200K | – | 135 |
|
|
2022
Q3 | $200K | Buy |
+2,118
| New | +$200K | 0.08% | 109 |
|
|
2022
Q2 | – | Sell |
-1,987
| Closed | -$272K | – | 118 |
|
|
2022
Q1 | $272K | Hold |
1,987
| – | – | 0.08% | 100 |
|
|
2021
Q4 | $308K | Sell |
1,987
-973
| -33% | -$151K | 0.09% | 83 |
|
|
2021
Q3 | $501K | Sell |
2,960
-105
| -3% | -$17.8K | 0.16% | 62 |
|
|
2021
Q2 | $539K | Buy |
3,065
+111
| +4% | +$19.5K | 0.17% | 59 |
|
|
2021
Q1 | $545K | Hold |
2,954
| – | – | 0.18% | 58 |
|
|
2020
Q4 | $535K | Buy |
2,954
+21
| +0.7% | +$3.8K | 0.2% | 50 |
|
|
2020
Q3 | $364K | Buy |
2,933
+42
| +1% | +$5.21K | 0.15% | 58 |
|
|
2020
Q2 | $322K | Sell |
2,891
-125
| -4% | -$13.9K | 0.16% | 58 |
|
|
2020
Q1 | $291K | Buy |
3,016
+413
| +16% | +$39.8K | 0.18% | 51 |
|
|
2019
Q4 | $376K | Hold |
2,603
| – | – | 0.21% | 51 |
|
|
2019
Q3 | $339K | Buy |
2,603
+1
| +0% | +$130 | 0.2% | 54 |
|
|
2019
Q2 | $363K | Buy |
+2,602
| New | +$363K | 0.22% | 52 |
|