Sunburst 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,781
| Closed | -$216K | – | 114 |
|
|
2024
Q1 | $216K | Buy |
+1,781
| New | +$216K | 0.06% | 103 |
|
|
2022
Q2 | – | Sell |
-1,550
| Closed | -$213K | – | 85 |
|
|
2022
Q1 | $213K | Buy |
1,550
+255
| +20% | +$35K | 0.11% | 70 |
|
|
2021
Q4 | $201K | Buy |
1,295
+93
| +8% | +$14.4K | 0.1% | 71 |
|
|
2021
Q3 | $203K | Sell |
1,202
-46
| -4% | -$7.77K | 0.13% | 61 |
|
|
2021
Q2 | $219K | Sell |
1,248
-16
| -1% | -$2.81K | 0.14% | 59 |
|
|
2021
Q1 | $233K | Sell |
1,264
-4
| -0.3% | -$737 | 0.16% | 56 |
|
|
2020
Q4 | $230K | Buy |
+1,268
| New | +$230K | 0.17% | 52 |
|
|
2020
Q1 | – | Sell |
-1,728
| Closed | -$250K | – | 57 |
|
|
2019
Q4 | $250K | Buy |
+1,728
| New | +$250K | 0.22% | 53 |
|