SBB Research Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $301K | Hold |
3,718
| – | – | 0.54% | 27 |
|
|
2023
Q2 | $332K | Hold |
3,718
| – | – | 0.6% | 27 |
|
|
2023
Q1 | $372K | Hold |
3,718
| – | – | 0.53% | 27 |
|
|
2022
Q4 | $323K | Sell |
3,718
-500
| -12% | -$43.4K | 0.47% | 26 |
|
|
2022
Q3 | $398K | Hold |
4,218
| – | – | 0.56% | 25 |
|
|
2022
Q2 | $398K | Buy |
4,218
+250
| +6% | +$23.6K | 0.16% | 28 |
|
|
2022
Q1 | $544K | Buy |
3,968
+100
| +3% | +$13.7K | 0.12% | 27 |
|
|
2021
Q4 | $599K | Buy |
+3,868
| New | +$599K | 0.09% | 25 |
|