TFO Wealth 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
Q2 | – | Sell |
-7
| Closed | -$857 | – | 248 |
|
|
2024
Q1 | $857 | Sell |
7
-934
| -99% | -$114K | ﹤0.01% | 186 |
|
|
2023
Q4 | $85K | Sell |
941
-1,100
| -54% | -$99.3K | 0.02% | 47 |
|
|
2023
Q3 | $182K | Buy |
2,041
+12
| +0.6% | +$1.07K | 0.04% | 48 |
|
|
2023
Q2 | $181K | Buy |
2,029
+300
| +17% | +$26.8K | 0.04% | 47 |
|
|
2023
Q1 | $173K | Buy |
1,729
+1,720
| +19,111% | +$172K | 0.04% | 43 |
|
|
2022
Q4 | $685 | Sell |
9
-391
| -98% | -$29.8K | ﹤0.01% | 433 |
|
|
2022
Q3 | $38K | Hold |
400
| – | – | 0.01% | 59 |
|
|
2022
Q2 | $38K | Sell |
400
-332
| -45% | -$31.5K | 0.01% | 73 |
|
|
2022
Q1 | $100K | Buy |
732
+332
| +83% | +$45.4K | 0.02% | 56 |
|
|
2021
Q4 | $60K | Sell |
400
-1,145
| -74% | -$172K | 0.01% | 60 |
|
|
2021
Q3 | $261K | Buy |
1,545
+1,145
| +286% | +$193K | 0.05% | 34 |
|
|
2021
Q2 | $70K | Sell |
400
-325
| -45% | -$56.9K | 0.01% | 37 |
|
|
2021
Q1 | $134K | Buy |
725
+25
| +4% | +$4.62K | 0.04% | 44 |
|
|
2020
Q4 | $127K | Sell |
700
-27
| -4% | -$4.9K | 0.04% | 34 |
|
|
2020
Q3 | $90K | Buy |
727
+27
| +4% | +$3.34K | 0.03% | 41 |
|
|
2020
Q2 | $78K | Sell |
700
-40
| -5% | -$4.46K | 0.03% | 43 |
|
|
2020
Q1 | $71K | Buy |
740
+40
| +6% | +$3.84K | 0.03% | 49 |
|
|
2019
Q4 | $101K | Buy |
+700
| New | +$101K | 0.09% | 49 |
|