Ten Capital Wealth Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $209K | Buy |
2,344
+1,517
| +183% | +$135K | 0.06% | 127 |
|
|
2023
Q1 | $82.8K | Buy |
827
+65
| +9% | +$6.51K | 0.03% | 179 |
|
|
2022
Q4 | $66.2K | Sell |
762
-183
| -19% | -$15.9K | 0.03% | 155 |
|
|
2022
Q3 | $89K | Sell |
945
-23
| -2% | -$2.17K | 0.04% | 125 |
|
|
2022
Q2 | $91K | Buy |
968
+36
| +4% | +$3.38K | 0.04% | 119 |
|
|
2022
Q1 | $128K | Buy |
932
+47
| +5% | +$6.46K | 0.05% | 101 |
|
|
2021
Q4 | $137K | Hold |
885
| – | – | 0.06% | 81 |
|
|
2021
Q3 | $150K | Sell |
885
-13,173
| -94% | -$2.23M | 0.07% | 83 |
|
|
2021
Q2 | $2.47M | Sell |
14,058
-1,349
| -9% | -$237K | 0.56% | 46 |
|
|
2021
Q1 | $2.84M | Sell |
15,407
-2,372
| -13% | -$438K | 0.69% | 45 |
|
|
2020
Q4 | $3.22M | Buy |
17,779
+187
| +1% | +$33.9K | 0.9% | 33 |
|
|
2020
Q3 | $2.18M | Buy |
+17,592
| New | +$2.18M | 0.74% | 42 |
|