Riverpoint Wealth Management Holdings’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,172
| Closed | -$102K | – | 66 |
|
|
2022
Q4 | $102K | Buy |
+1,172
| New | +$102K | 0.04% | 55 |
|
|
2021
Q4 | – | Sell |
-2,372
| Closed | -$401K | – | 48 |
|
|
2021
Q3 | $401K | Sell |
2,372
-440
| -16% | -$74.4K | 0.14% | 44 |
|
|
2021
Q2 | $494K | Buy |
2,812
+641
| +30% | +$113K | 0.14% | 59 |
|
|
2021
Q1 | $401K | Sell |
2,171
-20
| -0.9% | -$3.69K | 0.12% | 61 |
|
|
2020
Q4 | $397K | Hold |
2,191
| – | – | 0.13% | 63 |
|
|
2020
Q3 | $272K | Hold |
2,191
| – | – | 0.1% | 69 |
|
|
2020
Q2 | $244K | Hold |
2,191
| – | – | 0.1% | 67 |
|
|
2020
Q1 | $212K | Sell |
2,191
-34
| -2% | -$3.29K | 0.1% | 64 |
|
|
2019
Q4 | $322K | Sell |
2,225
-55
| -2% | -$7.96K | 0.13% | 60 |
|
|
2019
Q3 | $297K | Buy |
2,280
+13
| +0.6% | +$1.69K | 0.13% | 56 |
|
|
2019
Q2 | $317K | Buy |
+2,267
| New | +$317K | 0.14% | 53 |
|
|
2019
Q1 | – | Sell |
-2,211
| Closed | -$244K | – | 65 |
|
|
2018
Q4 | $244K | Buy |
2,211
+352
| +19% | +$38.8K | 0.14% | 59 |
|
|
2018
Q3 | $217K | Buy |
+1,859
| New | +$217K | 0.11% | 64 |
|
|
2018
Q1 | – | Sell |
-1,865
| Closed | -$202K | – | 51 |
|
|
2017
Q4 | $202K | Sell |
1,865
-986
| -35% | -$107K | 0.13% | 46 |
|
|
2017
Q3 | $283K | Buy |
2,851
+86
| +3% | +$8.54K | 0.19% | 39 |
|
|
2017
Q2 | $286K | Buy |
2,765
+248
| +10% | +$25.7K | 0.2% | 38 |
|
|
2017
Q1 | $283K | Sell |
2,517
-674
| -21% | -$75.8K | 0.21% | 34 |
|
|
2016
Q4 | $346K | Buy |
+3,191
| New | +$346K | 0.28% | 26 |
|