Smith Shellnut Wilson’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,483
| Closed | -$230K | – | 144 |
|
|
2021
Q4 | $230K | Hold |
1,483
| – | – | 0.11% | 138 |
|
|
2021
Q3 | $251K | Hold |
1,483
| – | – | 0.15% | 126 |
|
|
2021
Q2 | $261K | Hold |
1,483
| – | – | 0.15% | 121 |
|
|
2021
Q1 | $274K | Buy |
1,483
+100
| +7% | +$18.5K | 0.17% | 108 |
|
|
2020
Q4 | $250K | Buy |
+1,383
| New | +$250K | 0.15% | 111 |
|
|
2020
Q1 | – | Sell |
-2,014
| Closed | -$291K | – | 130 |
|
|
2019
Q4 | $291K | Hold |
2,014
| – | – | 0.19% | 102 |
|
|
2019
Q3 | $262K | Sell |
2,014
-98
| -5% | -$12.7K | 0.19% | 102 |
|
|
2019
Q2 | $295K | Hold |
2,112
| – | – | 0.22% | 86 |
|
|
2019
Q1 | $234K | Buy |
+2,112
| New | +$234K | 0.19% | 113 |
|