Sugarloaf Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $267K | Buy |
2,399
+550
| +30% | +$61.2K | 0.05% | 135 |
|
|
2024
Q3 | $178K | Sell |
1,849
-8
| -0.4% | -$770 | 0.03% | 185 |
|
|
2024
Q2 | $184K | Sell |
1,857
-150
| -7% | -$14.9K | 0.04% | 154 |
|
|
2024
Q1 | $246K | Sell |
2,007
-119
| -6% | -$14.6K | 0.05% | 127 |
|
|
2023
Q4 | $192K | Sell |
2,126
-351
| -14% | -$31.7K | 0.05% | 143 |
|
|
2023
Q3 | $201K | Sell |
2,477
-760
| -23% | -$61.6K | 0.05% | 128 |
|
|
2023
Q2 | $289K | Sell |
3,237
-229
| -7% | -$20.4K | 0.07% | 99 |
|
|
2023
Q1 | $347K | Buy |
3,466
+543
| +19% | +$54.4K | 0.09% | 97 |
|
|
2022
Q4 | $254K | Sell |
2,923
-1,448
| -33% | -$126K | 0.06% | 111 |
|
|
2022
Q3 | $413K | Buy |
4,371
+829
| +23% | +$78.3K | 0.11% | 85 |
|
|
2022
Q2 | $334K | Buy |
3,542
+598
| +20% | +$56.4K | 0.08% | 88 |
|
|
2022
Q1 | $404K | Buy |
2,944
+45
| +2% | +$6.18K | 0.1% | 80 |
|
|
2021
Q4 | $449K | Hold |
2,899
| – | – | 0.11% | 75 |
|
|
2021
Q3 | $490K | Hold |
2,899
| – | – | 0.13% | 68 |
|
|
2021
Q2 | $510K | Hold |
2,899
| – | – | 0.14% | 66 |
|
|
2021
Q1 | $535 | Sell |
2,899
-73
| -2% | -$13 | 0.16% | 65 |
|
|
2020
Q4 | $538K | Sell |
2,972
-2,307
| -44% | -$418K | 0.18% | 64 |
|
|
2020
Q3 | $655K | Sell |
5,279
-303
| -5% | -$37.6K | 0.24% | 53 |
|
|
2020
Q2 | $622K | Buy |
5,582
+13
| +0.2% | +$1.45K | 0.24% | 55 |
|
|
2020
Q1 | $538K | Sell |
5,569
-1,925
| -26% | -$186K | 0.24% | 59 |
|
|
2019
Q4 | $1.08M | Buy |
+7,494
| New | +$1.08M | 0.46% | 40 |
|