TMD 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,834
| Closed | -$230K | – | 58 |
|
|
2023
Q3 | $230K | Buy |
2,834
+103
| +4% | +$8.35K | 0.07% | 52 |
|
|
2023
Q2 | $244K | Buy |
2,731
+703
| +35% | +$62.8K | 0.06% | 46 |
|
|
2023
Q1 | $203K | Buy |
+2,028
| New | +$203K | 0.06% | 46 |
|
|
2022
Q2 | – | Sell |
-2,026
| Closed | -$278K | – | 44 |
|
|
2022
Q1 | $278K | Hold |
2,026
| – | – | 0.11% | 35 |
|
|
2021
Q4 | $314K | Hold |
2,026
| – | – | 0.12% | 37 |
|
|
2021
Q3 | $343K | Buy |
2,026
+150
| +8% | +$25.4K | 0.14% | 33 |
|
|
2021
Q2 | $330K | Hold |
1,876
| – | – | 0.14% | 32 |
|
|
2021
Q1 | $346K | Sell |
1,876
-200
| -10% | -$36.9K | 0.16% | 30 |
|
|
2020
Q4 | $376K | Buy |
+2,076
| New | +$376K | 0.21% | 24 |
|