Snider Financial 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 | – | Sell |
-12,641
| Closed | -$1.13M | – | 58 |
|
|
2023
Q2 | $1.13M | Sell |
12,641
-10,351
| -45% | -$924K | 0.54% | 42 |
|
|
2023
Q1 | $2.3M | Sell |
22,992
-1,104
| -5% | -$111K | 1.23% | 28 |
|
|
2022
Q4 | $2.09M | Buy |
24,096
+666
| +3% | +$57.9K | 1.16% | 30 |
|
|
2022
Q3 | $2.38M | Buy |
+23,430
| New | +$2.38M | 1.29% | 27 |
|