Sweet Financial Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $854K | Sell |
8,877
-128
| -1% | -$12.3K | 0.18% | 89 |
|
|
2024
Q2 | $894K | Sell |
9,005
-150
| -2% | -$14.9K | 0.2% | 81 |
|
|
2024
Q1 | $1.12M | Sell |
9,155
-18
| -0.2% | -$2.2K | 0.26% | 76 |
|
|
2023
Q4 | $828K | Sell |
9,173
-84
| -0.9% | -$7.58K | 0.2% | 83 |
|
|
2023
Q3 | $750K | Buy |
9,257
+1,564
| +20% | +$127K | 0.2% | 79 |
|
|
2023
Q2 | $687K | Buy |
7,693
+170
| +2% | +$15.2K | 0.18% | 83 |
|
|
2023
Q1 | $753K | Buy |
7,523
+87
| +1% | +$8.71K | 0.21% | 77 |
|
|
2022
Q4 | $646K | Buy |
7,436
+2,174
| +41% | +$189K | 0.19% | 83 |
|
|
2022
Q3 | $496K | Buy |
5,262
+768
| +17% | +$72.4K | 0.16% | 91 |
|
|
2022
Q2 | $424K | Sell |
4,494
-5
| -0.1% | -$472 | 0.13% | 100 |
|
|
2022
Q1 | $617K | Buy |
4,499
+556
| +14% | +$76.3K | 0.17% | 78 |
|
|
2021
Q4 | $611K | Buy |
+3,943
| New | +$611K | 0.25% | 56 |
|