Vantage Wealth’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 |
-125,602
| Closed | -$17.2M | – | 34 |
|
|
2022
Q1 | $17.2M | Buy |
125,602
+24,184
| +24% | +$3.32M | 3.83% | 17 |
|
|
2021
Q4 | $15.7M | Buy |
101,418
+4,255
| +4% | +$659K | 3.47% | 20 |
|
|
2021
Q3 | $16.4M | Buy |
97,163
+1,346
| +1% | +$228K | 4.21% | 11 |
|
|
2021
Q2 | $16.8M | Sell |
95,817
-240
| -0.2% | -$42.2K | 4.12% | 11 |
|
|
2021
Q1 | $17.7M | Sell |
96,057
-1,230
| -1% | -$227K | 4.53% | 5 |
|
|
2020
Q4 | $17.6M | Buy |
97,287
+970
| +1% | +$176K | 4.74% | 2 |
|
|
2020
Q3 | $12M | Buy |
96,317
+1,188
| +1% | +$147K | 3.84% | 14 |
|
|
2020
Q2 | $10.6M | Sell |
95,129
-625
| -0.7% | -$69.7K | 3.82% | 17 |
|
|
2020
Q1 | $9.25M | Buy |
+95,754
| New | +$9.25M | 3.93% | 14 |
|