Smith & Howard Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $245K | Hold |
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|
2021
Q4 | $277K | Buy |
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|
2021
Q3 | $297K | Sell |
|
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|
2021
Q2 | $319K | Sell |
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|
2021
Q1 | $360K | Sell |
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|
2020
Q4 | $360K | Hold |
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|
2020
Q3 | $246K | Sell |
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|
2020
Q2 | $232K | Sell |
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|
2020
Q1 | $212K | Sell |
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|
2019
Q4 | $372K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $246K | Buy |
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|
2018
Q4 | $207K | Hold |
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|
2018
Q3 | $221K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $308K | Sell |
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|
2016
Q1 | $577K | Sell |
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|
2015
Q4 | $703K | Sell |
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|
2015
Q3 | $729K | Sell |
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|
2015
Q2 | $992K | Buy |
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|
2015
Q1 | $597K | Buy |
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|
2014
Q4 | $317K | Buy |
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|
2014
Q3 | $248K | Buy |
|
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|
2014
Q1 | – | Sell |
|
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|
2013
Q4 | $122K | Buy |
|
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|
2013
Q3 | $84K | Sell |
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|
2013
Q2 | $186K | Buy |
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