TLW 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 | – | Sell |
-50,863
| Closed | -$6.98M | – | 20 |
|
|
2022
Q1 | $6.98M | Buy |
50,863
+264
| +0.5% | +$36.2K | 4.09% | 13 |
|
|
2021
Q4 | $7.84M | Buy |
50,599
+1,200
| +2% | +$186K | 4.18% | 15 |
|
|
2021
Q3 | $8.36M | Buy |
49,399
+375
| +0.8% | +$63.4K | 4.57% | 12 |
|
|
2021
Q2 | $8.62M | Buy |
49,024
+3,916
| +9% | +$688K | 4.79% | 12 |
|
|
2021
Q1 | $8.32M | Buy |
45,108
+102
| +0.2% | +$18.8K | 5.06% | 10 |
|
|
2020
Q4 | $8.15M | Sell |
45,006
-1,320
| -3% | -$239K | 5.26% | 10 |
|
|
2020
Q3 | $5.75M | Sell |
46,326
-402
| -0.9% | -$49.9K | 4.27% | 13 |
|
|
2020
Q2 | $5.21M | Buy |
46,728
+148
| +0.3% | +$16.5K | 4.5% | 12 |
|
|
2020
Q1 | $4.5M | Buy |
46,580
+97
| +0.2% | +$9.37K | 4.93% | 11 |
|
|
2019
Q4 | $6.72M | Buy |
46,483
+112
| +0.2% | +$16.2K | 5.84% | 7 |
|
|
2019
Q3 | $6.04M | Buy |
46,371
+685
| +1% | +$89.3K | 5.66% | 7 |
|
|
2019
Q2 | $6.38M | Sell |
45,686
-470
| -1% | -$65.6K | 6.21% | 2 |
|
|
2019
Q1 | $5.13M | Buy |
+46,156
| New | +$5.13M | 5.47% | 9 |
|