Spotlight Asset Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $102K | Buy |
1,032
+50
| +5% | +$4.96K | 0.07% | 106 |
|
|
2024
Q1 | $120K | Sell |
982
-102
| -9% | -$12.5K | 0.09% | 96 |
|
|
2023
Q4 | $87.9K | Hold |
1,084
| – | – | 0.08% | 105 |
|
|
2023
Q3 | $87.9K | Hold |
1,084
| – | – | 0.08% | 105 |
|
|
2023
Q2 | $96.8K | Buy |
+1,084
| New | +$96.8K | 0.09% | 100 |
|
|
2021
Q3 | $251K | Sell |
1,486
-142
| -9% | -$24K | 0.13% | 99 |
|
|
2021
Q2 | $286K | Sell |
1,628
-420
| -21% | -$73.8K | 0.11% | 101 |
|
|
2021
Q1 | $378K | Buy |
2,048
+137
| +7% | +$25.3K | 0.14% | 88 |
|
|
2020
Q4 | $346K | Sell |
1,911
-333
| -15% | -$60.3K | 0.13% | 95 |
|
|
2020
Q3 | $278K | Buy |
2,244
+83
| +4% | +$10.3K | 0.11% | 113 |
|
|
2020
Q2 | $241K | Hold |
2,161
| – | – | 0.1% | 111 |
|
|
2020
Q1 | $209K | Hold |
2,161
| – | – | 0.11% | 103 |
|
|
2019
Q4 | $226K | Buy |
+2,161
| New | +$226K | 0.11% | 105 |
|