StrategIQ 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
Q4 | $632K | Sell |
7,002
-325
| -4% | -$29.3K | 0.07% | 192 |
|
2023
Q3 | $594K | Sell |
7,327
-249
| -3% | -$20.2K | 0.07% | 188 |
|
2023
Q2 | $676K | Buy |
7,576
+42
| +0.6% | +$3.75K | 0.08% | 180 |
|
2023
Q1 | $754K | Buy |
7,534
+225
| +3% | +$22.5K | 0.09% | 155 |
|
2022
Q4 | $635K | Sell |
7,309
-280
| -4% | -$24.3K | 0.07% | 165 |
|
2022
Q3 | $716K | Buy |
7,589
+6
| +0.1% | +$566 | 0.09% | 147 |
|
2022
Q2 | $716K | Sell |
7,583
-905
| -11% | -$85.5K | 0.09% | 156 |
|
2022
Q1 | $1.16M | Sell |
8,488
-58
| -0.7% | -$7.95K | 0.13% | 122 |
|
2021
Q4 | $1.32M | Buy |
8,546
+6,331
| +286% | +$981K | 0.13% | 113 |
|
2021
Q3 | $375K | Buy |
2,215
+6
| +0.3% | +$1.02K | 0.07% | 164 |
|
2021
Q2 | $388K | Sell |
2,209
-35
| -2% | -$6.15K | 0.08% | 163 |
|
2021
Q1 | $414K | Buy |
2,244
+11
| +0.5% | +$2.03K | 0.09% | 153 |
|
2020
Q4 | $405K | Sell |
2,233
-18
| -0.8% | -$3.27K | 0.09% | 153 |
|
2020
Q3 | $279K | Sell |
2,251
-273
| -11% | -$33.8K | 0.07% | 163 |
|
2020
Q2 | $281K | Sell |
2,524
-556
| -18% | -$61.9K | 0.08% | 160 |
|
2020
Q1 | $298K | Buy |
3,080
+194
| +7% | +$18.8K | 0.09% | 155 |
|
2019
Q4 | $417K | Sell |
2,886
-30
| -1% | -$4.34K | 0.11% | 149 |
|
2019
Q3 | $380K | Buy |
2,916
+4
| +0.1% | +$521 | 0.11% | 145 |
|
2019
Q2 | $407K | Sell |
2,912
-65
| -2% | -$9.09K | 0.12% | 140 |
|
2019
Q1 | $331K | Sell |
2,977
-207
| -7% | -$23K | 0.1% | 146 |
|
2018
Q4 | $349K | Sell |
3,184
-300
| -9% | -$32.9K | 0.12% | 138 |
|
2018
Q3 | $407K | Sell |
3,484
-443
| -11% | -$51.8K | 0.13% | 128 |
|
2018
Q2 | $412K | Buy |
3,927
+500
| +15% | +$52.5K | 0.14% | 123 |
|
2018
Q1 | $344K | Buy |
3,427
+412
| +14% | +$41.4K | 0.14% | 117 |
|
2017
Q4 | $324K | Buy |
3,015
+138
| +5% | +$14.8K | 0.13% | 120 |
|
2017
Q3 | $284K | Sell |
2,877
-106
| -4% | -$10.5K | 0.11% | 118 |
|
2017
Q2 | $317K | Buy |
2,983
+62
| +2% | +$6.59K | 0.13% | 112 |
|
2017
Q1 | $331K | Buy |
2,921
+6
| +0.2% | +$680 | 0.15% | 103 |
|
2016
Q4 | $304K | Sell |
2,915
-200
| -6% | -$20.9K | 0.15% | 100 |
|
2016
Q3 | $289K | Sell |
3,115
-401
| -11% | -$37.2K | 0.16% | 92 |
|
2016
Q2 | $344K | Buy |
+3,516
| New | +$344K | 0.2% | 78 |
|