Sensible Money’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 | – | Sell |
-13,414
| Closed | -$1.21M | – | 83 |
|
|
2023
Q4 | $1.21M | Buy |
13,414
+9,384
| +233% | +$847K | 0.73% | 13 |
|
|
2023
Q3 | $327K | Buy |
4,030
+5
| +0.1% | +$405 | 0.23% | 48 |
|
|
2023
Q2 | $359K | Buy |
4,025
+588
| +17% | +$52.5K | 0.26% | 42 |
|
|
2023
Q1 | $344K | Sell |
3,437
-488
| -12% | -$48.9K | 0.3% | 42 |
|
|
2022
Q4 | $341K | Buy |
+3,925
| New | +$341K | 0.36% | 41 |
|