Stiles Financial Services’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 | – | Sell |
-3,419
| Closed | -$419K | – | 186 |
|
|
2024
Q1 | $419K | Sell |
3,419
-736
| -18% | -$90.1K | 0.17% | 118 |
|
|
2023
Q4 | $375K | Sell |
4,155
-1,020
| -20% | -$92.1K | 0.17% | 119 |
|
|
2023
Q3 | $419K | Sell |
5,175
-1,882
| -27% | -$153K | 0.22% | 107 |
|
|
2023
Q2 | $630K | Sell |
7,057
-898
| -11% | -$80.2K | 0.31% | 89 |
|
|
2023
Q1 | $797K | Sell |
7,955
-371
| -4% | -$37.1K | 0.43% | 71 |
|
|
2022
Q4 | $723K | Sell |
8,326
-348
| -4% | -$30.2K | 0.41% | 70 |
|
|
2022
Q3 | $818K | Buy |
8,674
+10
| +0.1% | +$943 | 0.5% | 59 |
|
|
2022
Q2 | $818K | Sell |
8,664
-380
| -4% | -$35.9K | 0.49% | 63 |
|
|
2022
Q1 | $1.24M | Buy |
9,044
+450
| +5% | +$61.7K | 0.62% | 48 |
|
|
2021
Q4 | $1.32M | Buy |
+8,594
| New | +$1.32M | 0.64% | 45 |
|