Surevest’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.84M | Buy |
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|
2022
Q2 | $1.82M | Buy |
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|
2022
Q1 | $2.54M | Sell |
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|
2021
Q4 | $3.94M | Sell |
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|
2021
Q3 | $4.48M | Sell |
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|
2021
Q2 | $4.77M | Sell |
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|
2021
Q1 | $5.06M | Sell |
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|
2020
Q4 | $6.72M | Buy |
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|
2020
Q3 | $4.43M | Buy |
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|
2020
Q2 | $3.43M | Buy |
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|
2020
Q1 | $2.73M | Buy |
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|
2019
Q4 | $2.71M | Sell |
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|
2019
Q3 | $2.56M | Buy |
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|
2019
Q2 | $2.7M | Sell |
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|
2019
Q1 | $2.65M | Buy |
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|
2018
Q4 | $2.32M | Buy |
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