Sugarloaf Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $267K | Buy |
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|
2024
Q3 | $178K | Sell |
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|
2024
Q2 | $184K | Sell |
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|
2024
Q1 | $246K | Sell |
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|
2023
Q4 | $192K | Sell |
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|
2023
Q3 | $201K | Sell |
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|
2023
Q2 | $289K | Sell |
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|
2023
Q1 | $347K | Buy |
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|
2022
Q4 | $254K | Sell |
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|
2022
Q3 | $413K | Buy |
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|
2022
Q2 | $334K | Buy |
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|
2022
Q1 | $404K | Buy |
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|
2021
Q4 | $449K | Hold |
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|
2021
Q3 | $490K | Hold |
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|
2021
Q2 | $510K | Hold |
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|
2021
Q1 | $535 | Sell |
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|
2020
Q4 | $538K | Sell |
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|
2020
Q3 | $655K | Sell |
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|
2020
Q2 | $622K | Buy |
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|
2020
Q1 | $538K | Sell |
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|
2019
Q4 | $1.08M | Buy |
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