Seneca Financial Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,691
| Closed | -$367K | – | 56 |
|
|
2024
Q2 | $367K | Buy |
3,691
+50
| +1% | +$4.97K | 0.19% | 44 |
|
|
2024
Q1 | $446K | Buy |
3,641
+167
| +5% | +$20.4K | 0.24% | 41 |
|
|
2023
Q4 | $314K | Sell |
3,474
-2,450
| -41% | -$221K | 0.18% | 44 |
|
|
2023
Q3 | $480K | Buy |
5,924
+2,685
| +83% | +$218K | 0.33% | 34 |
|
|
2023
Q2 | $289K | Buy |
3,239
+54
| +2% | +$4.82K | 0.19% | 41 |
|
|
2023
Q1 | $319K | Buy |
+3,185
| New | +$319K | 0.2% | 43 |
|