Surevest’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.84M | Buy |
19,523
+263
| +1% | +$24.8K | 0.5% | 76 |
|
|
2022
Q2 | $1.82M | Buy |
19,260
+733
| +4% | +$69.2K | 0.48% | 75 |
|
|
2022
Q1 | $2.54M | Sell |
18,527
-6,935
| -27% | -$951K | 0.61% | 67 |
|
|
2021
Q4 | $3.94M | Sell |
25,462
-1,004
| -4% | -$156K | 0.93% | 51 |
|
|
2021
Q3 | $4.48M | Sell |
26,466
-663
| -2% | -$112K | 1.13% | 44 |
|
|
2021
Q2 | $4.77M | Sell |
27,129
-293
| -1% | -$51.5K | 1.24% | 30 |
|
|
2021
Q1 | $5.06M | Sell |
27,422
-9,682
| -26% | -$1.79M | 1.53% | 16 |
|
|
2020
Q4 | $6.72M | Buy |
37,104
+1,416
| +4% | +$257K | 2.24% | 6 |
|
|
2020
Q3 | $4.43M | Buy |
35,688
+4,929
| +16% | +$612K | 1.74% | 13 |
|
|
2020
Q2 | $3.43M | Buy |
30,759
+2,530
| +9% | +$282K | 1.52% | 21 |
|
|
2020
Q1 | $2.73M | Buy |
28,229
+9,455
| +50% | +$913K | 1.48% | 14 |
|
|
2019
Q4 | $2.72M | Sell |
18,774
-896
| -5% | -$130K | 1.16% | 15 |
|
|
2019
Q3 | $2.56M | Buy |
19,670
+343
| +2% | +$44.7K | 1.26% | 16 |
|
|
2019
Q2 | $2.7M | Sell |
19,327
-4,515
| -19% | -$631K | 1.4% | 15 |
|
|
2019
Q1 | $2.65M | Buy |
23,842
+2,693
| +13% | +$299K | 1.63% | 19 |
|
|
2018
Q4 | $2.32M | Buy |
+21,149
| New | +$2.32M | 1.83% | 14 |
|