Valley Forge Investment Consultants’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 |
-1,651
| Closed | -$226K | – | 82 |
|
|
2022
Q1 | $226K | Buy |
1,651
+5
| +0.3% | +$684 | 0.09% | 69 |
|
|
2021
Q4 | $268K | Sell |
1,646
-150
| -8% | -$24.4K | 0.12% | 61 |
|
|
2021
Q3 | $304K | Buy |
1,796
+150
| +9% | +$25.4K | 0.16% | 53 |
|
|
2021
Q2 | $289K | Buy |
1,646
+37
| +2% | +$6.5K | 0.16% | 59 |
|
|
2021
Q1 | $297K | Buy |
+1,609
| New | +$297K | 0.2% | 53 |
|