Sarah T. Connolly’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-16,045
| Closed | -$1.3M | – | 29 |
|
|
2023
Q3 | $1.3M | Sell |
16,045
-420
| -3% | -$34K | 0.86% | 43 |
|
|
2023
Q2 | $1.47M | Sell |
16,465
-13
| -0.1% | -$1.16K | 0.89% | 44 |
|
|
2023
Q1 | $1.65M | Buy |
16,478
+790
| +5% | +$79.1K | 1.05% | 36 |
|
|
2022
Q4 | $1.36M | Sell |
15,688
-246
| -2% | -$21.4K | 0.93% | 43 |
|
|
2022
Q3 | $1.5M | Sell |
15,934
-1,624
| -9% | -$153K | 1.1% | 33 |
|
|
2022
Q2 | $1.66M | Buy |
17,558
+307
| +2% | +$29K | 1.13% | 35 |
|
|
2022
Q1 | $2.37M | Buy |
17,251
+918
| +6% | +$126K | 1.38% | 24 |
|
|
2021
Q4 | $2.53M | Buy |
16,333
+5,152
| +46% | +$798K | 1.41% | 28 |
|
|
2021
Q3 | $1.89M | Buy |
11,181
+62
| +0.6% | +$10.5K | 1.56% | 20 |
|
|
2021
Q2 | $1.95M | Buy |
11,119
+262
| +2% | +$46K | 1.6% | 20 |
|
|
2021
Q1 | $2M | Sell |
10,857
-53
| -0.5% | -$9.78K | 1.78% | 17 |
|
|
2020
Q4 | $1.98M | Buy |
+10,910
| New | +$1.98M | 1.81% | 13 |
|