Thrive Capital Management (Pennsylvania)’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,527
| Closed | -$237K | – | 104 |
|
|
2021
Q4 | $237K | Sell |
1,527
-3,055
| -67% | -$474K | 0.15% | 92 |
|
|
2021
Q3 | $775K | Sell |
4,582
-203
| -4% | -$34.3K | 0.57% | 52 |
|
|
2021
Q2 | $841K | Buy |
4,785
+1,430
| +43% | +$251K | 0.65% | 46 |
|
|
2021
Q1 | $619K | Buy |
3,355
+1,153
| +52% | +$213K | 0.58% | 45 |
|
|
2020
Q4 | $399K | Buy |
+2,202
| New | +$399K | 0.42% | 56 |
|