Regal Wealth Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,515
| Closed | -$235K | – | 52 |
|
|
2021
Q4 | $235K | Sell |
1,515
-485
| -24% | -$75.2K | 0.13% | 48 |
|
|
2021
Q3 | $338K | Hold |
2,000
| – | – | 0.2% | 39 |
|
|
2021
Q2 | $351K | Buy |
2,000
+47
| +2% | +$8.25K | 0.21% | 38 |
|
|
2021
Q1 | $360K | Buy |
1,953
+55
| +3% | +$10.1K | 0.21% | 33 |
|
|
2020
Q4 | $344K | Buy |
1,898
+1
| +0.1% | +$181 | 0.21% | 33 |
|
|
2020
Q3 | $235K | Buy |
1,897
+31
| +2% | +$3.84K | 0.18% | 43 |
|
|
2020
Q2 | $208K | Sell |
1,866
-1
| -0.1% | -$111 | 0.17% | 42 |
|
|
2020
Q1 | $180K | Buy |
1,867
+134
| +8% | +$12.9K | 0.18% | 39 |
|
|
2019
Q4 | $251K | Buy |
1,733
+900
| +108% | +$130K | 0.16% | 38 |
|
|
2019
Q3 | $109K | Buy |
833
+3
| +0.4% | +$393 | 0.07% | 55 |
|
|
2019
Q2 | $116K | Hold |
830
| – | – | 0.08% | 53 |
|
|
2019
Q1 | $92K | Buy |
830
+4
| +0.5% | +$443 | 0.07% | 56 |
|
|
2018
Q4 | $91K | Buy |
826
+1
| +0.1% | +$110 | 0.08% | 56 |
|
|
2018
Q3 | $97K | Buy |
825
+3
| +0.4% | +$353 | 0.07% | 58 |
|
|
2018
Q2 | $86K | Hold |
822
| – | – | 0.09% | 58 |
|
|
2018
Q1 | $83K | Buy |
822
+5
| +0.6% | +$505 | 0.06% | 59 |
|
|
2017
Q4 | $88K | Buy |
817
+17
| +2% | +$1.83K | 0.06% | 58 |
|
|
2017
Q3 | $79K | Buy |
800
+4
| +0.5% | +$395 | 0.06% | 59 |
|
|
2017
Q2 | $85K | Hold |
796
| – | – | 0.07% | 57 |
|
|
2017
Q1 | $90K | Buy |
796
+103
| +15% | +$11.6K | 0.07% | 55 |
|
|
2016
Q4 | $72K | Hold |
693
| – | – | 0.06% | 60 |
|
|
2016
Q3 | $64K | Buy |
693
+3
| +0.4% | +$277 | 0.06% | 56 |
|
|
2016
Q2 | $67K | Sell |
690
-427
| -38% | -$41.5K | 0.06% | 56 |
|
|
2016
Q1 | $111K | Buy |
1,117
+55
| +5% | +$5.47K | 0.11% | 44 |
|
|
2015
Q4 | $112K | Buy |
+1,062
| New | +$112K | 0.11% | 43 |
|