Strong Tower Advisory Services’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 | – | Sell |
-9,848
| Closed | -$798K | – | 86 |
|
|
2023
Q3 | $798K | Buy |
9,848
+405
| +4% | +$32.8K | 0.4% | 59 |
|
|
2023
Q2 | $843K | Buy |
9,443
+474
| +5% | +$42.3K | 0.4% | 57 |
|
|
2023
Q1 | $898K | Buy |
8,969
+475
| +6% | +$47.6K | 0.47% | 50 |
|
|
2022
Q4 | $738K | Buy |
8,494
+25
| +0.3% | +$2.17K | 0.44% | 55 |
|
|
2022
Q3 | $799K | Buy |
8,469
+232
| +3% | +$21.9K | 0.47% | 55 |
|
|
2022
Q2 | $778K | Buy |
8,237
+72
| +0.9% | +$6.8K | 0.42% | 61 |
|
|
2022
Q1 | $1.12M | Buy |
8,165
+1,649
| +25% | +$226K | 0.57% | 55 |
|
|
2021
Q4 | $1.01M | Buy |
6,516
+397
| +6% | +$61.5K | 0.54% | 51 |
|
|
2021
Q3 | $1.06M | Buy |
+6,119
| New | +$1.06M | 0.62% | 42 |
|