SWA
Sutton Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $80.3K | Sell |
991
-340
| -26% | -$27.6K | 0.04% | 189 |
|
|
2023
Q2 | $119K | Sell |
1,331
-282
| -17% | -$25.2K | 0.06% | 154 |
|
|
2023
Q1 | $162K | Sell |
1,613
-2,429
| -60% | -$243K | 0.09% | 121 |
|
|
2022
Q4 | $351K | Sell |
4,042
-81
| -2% | -$7.04K | 0.13% | 116 |
|
|
2022
Q3 | $389K | Buy |
4,123
+132
| +3% | +$12.5K | 0.16% | 97 |
|
|
2022
Q2 | $377K | Sell |
3,991
-168
| -4% | -$15.9K | 0.15% | 104 |
|
|
2022
Q1 | $570K | Buy |
4,159
+81
| +2% | +$11.1K | 0.2% | 81 |
|
|
2021
Q4 | $632K | Buy |
4,078
+86
| +2% | +$13.3K | 0.21% | 76 |
|
|
2021
Q3 | $675K | Buy |
3,992
+19
| +0.5% | +$3.21K | 0.25% | 70 |
|
|
2021
Q2 | $698K | Hold |
3,973
| – | – | 0.26% | 70 |
|
|
2021
Q1 | $733K | Buy |
3,973
+33
| +0.8% | +$6.09K | 0.29% | 60 |
|
|
2020
Q4 | $714K | Buy |
3,940
+49
| +1% | +$8.88K | 0.3% | 59 |
|
|
2020
Q3 | $483K | Buy |
3,891
+1
| +0% | +$124 | 0.23% | 76 |
|
|
2020
Q2 | $434K | Buy |
3,890
+165
| +4% | +$18.4K | 0.23% | 73 |
|
|
2020
Q1 | $360K | Buy |
3,725
+22
| +0.6% | +$2.13K | 0.23% | 74 |
|
|
2019
Q4 | $536K | Hold |
3,703
| – | – | 0.27% | 62 |
|
|
2019
Q3 | $483K | Buy |
3,703
+48
| +1% | +$6.26K | 0.27% | 62 |
|
|
2019
Q2 | $510K | Buy |
3,655
+71
| +2% | +$9.91K | 0.29% | 58 |
|
|
2019
Q1 | $398K | Buy |
3,584
+525
| +17% | +$58.3K | 0.23% | 76 |
|
|
2018
Q4 | $335K | Buy |
3,059
+129
| +4% | +$14.1K | 0.22% | 79 |
|
|
2018
Q3 | $343K | Hold |
2,930
| – | – | 0.22% | 80 |
|
|
2018
Q2 | $307K | Hold |
2,930
| – | – | 0.21% | 80 |
|
|
2018
Q1 | $294K | Sell |
2,930
-450
| -13% | -$45.2K | 0.21% | 83 |
|
|
2017
Q4 | $363K | Hold |
3,380
| – | – | 0.27% | 65 |
|
|
2017
Q3 | $333K | Sell |
3,380
-52
| -2% | -$5.13K | 0.25% | 66 |
|
|
2017
Q2 | $365K | Hold |
3,432
| – | – | 0.29% | 61 |
|
|
2017
Q1 | $389K | Hold |
3,432
| – | – | 0.33% | 55 |
|
|
2016
Q4 | $358K | Hold |
3,432
| – | – | 0.32% | 56 |
|
|
2016
Q3 | $319K | Sell |
3,432
-50
| -1% | -$4.64K | 0.29% | 61 |
|
|
2016
Q2 | $341K | Buy |
3,482
+50
| +1% | +$4.89K | 0.32% | 54 |
|
|
2016
Q1 | $341K | Buy |
+3,432
| New | +$341K | 0.32% | 54 |
|