Sutton Wealth Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $80.3K | Sell |
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|
2023
Q2 | $119K | Sell |
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|
2023
Q1 | $162K | Sell |
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|
2022
Q4 | $351K | Sell |
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|
2022
Q3 | $389K | Buy |
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|
2022
Q2 | $377K | Sell |
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|
2022
Q1 | $570K | Buy |
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|
2021
Q4 | $632K | Buy |
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|
2021
Q3 | $675K | Buy |
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|
2021
Q2 | $698K | Hold |
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|
2021
Q1 | $733K | Buy |
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|
2020
Q4 | $714K | Buy |
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|
2020
Q3 | $483K | Buy |
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|
2020
Q2 | $434K | Buy |
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|
2020
Q1 | $360K | Buy |
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|
2019
Q4 | $536K | Hold |
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|
2019
Q3 | $483K | Buy |
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|
2019
Q2 | $510K | Buy |
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|
2019
Q1 | $398K | Buy |
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|
2018
Q4 | $335K | Buy |
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|
2018
Q3 | $343K | Hold |
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|
2018
Q2 | $307K | Hold |
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|
2018
Q1 | $294K | Sell |
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|
2017
Q4 | $363K | Hold |
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|
2017
Q3 | $333K | Sell |
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|
2017
Q2 | $365K | Hold |
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|
2017
Q1 | $389K | Hold |
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|
2016
Q4 | $358K | Hold |
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|
2016
Q3 | $319K | Sell |
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|
2016
Q2 | $341K | Buy |
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|
2016
Q1 | $341K | Buy |
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