SFA
Source Financial Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $748K | Sell |
7,780
-359
| -4% | -$34.5K | 0.22% | 53 |
|
|
2024
Q2 | $808K | Buy |
8,139
+3,457
| +74% | +$343K | 0.25% | 52 |
|
|
2024
Q1 | $573K | Buy |
4,682
+12
| +0.3% | +$1.47K | 0.17% | 67 |
|
|
2023
Q4 | $422K | Buy |
4,670
+334
| +8% | +$30.2K | 0.13% | 82 |
|
|
2023
Q3 | $351K | Buy |
4,336
+78
| +2% | +$6.32K | 0.12% | 93 |
|
|
2023
Q2 | $380K | Sell |
4,258
-602
| -12% | -$53.7K | 0.12% | 94 |
|
|
2023
Q1 | $487K | Buy |
4,860
+658
| +16% | +$65.9K | 0.16% | 76 |
|
|
2022
Q4 | $365K | Sell |
4,202
-462
| -10% | -$40.1K | 0.14% | 89 |
|
|
2022
Q3 | $440K | Buy |
4,664
+550
| +13% | +$51.9K | 0.17% | 78 |
|
|
2022
Q2 | $388K | Buy |
4,114
+21
| +0.5% | +$1.98K | 0.15% | 84 |
|
|
2022
Q1 | $562K | Sell |
4,093
-99
| -2% | -$13.6K | 0.17% | 73 |
|
|
2021
Q4 | $650K | Sell |
4,192
-53
| -1% | -$8.22K | 0.18% | 67 |
|
|
2021
Q3 | $718K | Buy |
4,245
+22
| +0.5% | +$3.72K | 0.19% | 60 |
|
|
2021
Q2 | $742K | Buy |
4,223
+35
| +0.8% | +$6.15K | 0.19% | 60 |
|
|
2021
Q1 | $773K | Buy |
4,188
+367
| +10% | +$67.7K | 0.21% | 58 |
|
|
2020
Q4 | $692K | Buy |
+3,821
| New | +$692K | 0.19% | 60 |
|