Titus Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $326K | Buy |
3,457
+363
| +12% | +$34.2K | 0.16% | 101 |
|
|
2022
Q1 | $424K | Buy |
3,094
+366
| +13% | +$50.2K | 0.19% | 88 |
|
|
2021
Q4 | $423K | Sell |
2,728
-175
| -6% | -$27.1K | 0.19% | 86 |
|
|
2021
Q3 | $492K | Hold |
2,903
| – | – | 0.26% | 68 |
|
|
2021
Q2 | $510K | Sell |
2,903
-49
| -2% | -$8.61K | 0.28% | 61 |
|
|
2021
Q1 | $545K | Buy |
2,952
+15
| +0.5% | +$2.77K | 0.32% | 56 |
|
|
2020
Q4 | $532K | Buy |
2,937
+66
| +2% | +$12K | 0.33% | 57 |
|
|
2020
Q3 | $356K | Sell |
2,871
-26
| -0.9% | -$3.22K | 0.25% | 71 |
|
|
2020
Q2 | $323K | Sell |
2,897
-1,299
| -31% | -$145K | 0.25% | 75 |
|
|
2020
Q1 | $295K | Buy |
4,196
+1,265
| +43% | +$88.9K | 0.28% | 68 |
|
|
2019
Q4 | $424K | Buy |
2,931
+673
| +30% | +$97.4K | 0.43% | 53 |
|
|
2019
Q3 | $294K | Buy |
2,258
+794
| +54% | +$103K | 0.27% | 73 |
|
|
2019
Q2 | $204K | Sell |
1,464
-1,214
| -45% | -$169K | 0.2% | 89 |
|
|
2019
Q1 | $292 | Buy |
2,678
+164
| +7% | +$18 | 0.26% | 76 |
|
|
2018
Q4 | $275 | Sell |
2,514
-120
| -5% | -$13 | 0.23% | 73 |
|
|
2018
Q3 | $308K | Buy |
2,634
+118
| +5% | +$13.8K | 0.27% | 66 |
|
|
2018
Q2 | $264K | Hold |
2,516
| – | – | 0.28% | 70 |
|
|
2018
Q1 | $253K | Buy |
2,516
+25
| +1% | +$2.51K | 0.24% | 65 |
|
|
2017
Q4 | $268K | Buy |
+2,491
| New | +$268K | 0.3% | 57 |
|