Retirement Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $29K | Sell |
237
-10
| -4% | -$1.22K | 0.01% | 303 |
|
|
2023
Q4 | $22.3K | Hold |
247
| – | – | 0.01% | 326 |
|
|
2023
Q3 | $20K | Sell |
247
-25
| -9% | -$2.03K | 0.01% | 317 |
|
|
2023
Q2 | $24.3K | Buy |
272
+1
| +0.4% | +$89 | 0.01% | 293 |
|
|
2023
Q1 | $27K | Buy |
271
+31
| +13% | +$3.09K | 0.01% | 263 |
|
|
2022
Q4 | $21K | Buy |
240
+131
| +120% | +$11.5K | 0.01% | 266 |
|
|
2022
Q3 | $10K | Sell |
109
-434
| -80% | -$39.8K | 0.01% | 245 |
|
|
2022
Q2 | $51K | Sell |
543
-5
| -0.9% | -$470 | 0.02% | 210 |
|
|
2022
Q1 | $75K | Buy |
548
+340
| +163% | +$46.5K | 0.03% | 191 |
|
|
2021
Q4 | $32K | Hold |
208
| – | – | 0.01% | 266 |
|
|
2021
Q3 | $35K | Sell |
208
-14
| -6% | -$2.36K | 0.02% | 256 |
|
|
2021
Q2 | $39K | Sell |
222
-458
| -67% | -$80.5K | 0.02% | 257 |
|
|
2021
Q1 | $126K | Buy |
680
+58
| +9% | +$10.7K | 0.06% | 163 |
|
|
2020
Q4 | $112K | Sell |
622
-698
| -53% | -$126K | 0.05% | 170 |
|
|
2020
Q3 | $164K | Sell |
1,320
-630
| -32% | -$78.3K | 0.09% | 136 |
|
|
2020
Q2 | $217K | Buy |
+1,950
| New | +$217K | 0.13% | 107 |
|
|
2019
Q4 | $315K | Buy |
+2,180
| New | +$315K | 0.2% | 83 |
|