Vigilare 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,923
| Closed | -$235K | – | 94 |
|
|
2024
Q1 | $235K | Buy |
+1,923
| New | +$235K | 0.12% | 85 |
|
|
2023
Q3 | – | Sell |
-3,481
| Closed | -$311K | – | 88 |
|
|
2023
Q2 | $311K | Sell |
3,481
-1,293
| -27% | -$115K | 0.18% | 71 |
|
|
2023
Q1 | $478K | Sell |
4,774
-820
| -15% | -$82.1K | 0.27% | 50 |
|
|
2022
Q4 | $486K | Sell |
5,594
-1,204
| -18% | -$105K | 0.28% | 49 |
|
|
2022
Q3 | $641K | Sell |
6,798
-523
| -7% | -$49.3K | 0.83% | 30 |
|
|
2022
Q2 | $691K | Sell |
7,321
-4,401
| -38% | -$415K | 0.75% | 35 |
|
|
2022
Q1 | $1.61M | Buy |
11,722
+1,070
| +10% | +$147K | 1.32% | 18 |
|
|
2021
Q4 | $1.65M | Buy |
10,652
+215
| +2% | +$33.3K | 0.98% | 25 |
|
|
2021
Q3 | $1.77M | Sell |
10,437
-1,307
| -11% | -$221K | 1.09% | 22 |
|
|
2021
Q2 | $2.06M | Buy |
11,744
+1,876
| +19% | +$330K | 1.25% | 17 |
|
|
2021
Q1 | $1.82M | Buy |
9,868
+1,278
| +15% | +$236K | 1.29% | 12 |
|
|
2020
Q4 | $1.56M | Sell |
8,590
-1,051
| -11% | -$190K | 1.47% | 19 |
|
|
2020
Q3 | $1.2M | Buy |
9,641
+975
| +11% | +$121K | 1.25% | 21 |
|
|
2020
Q2 | $966K | Sell |
8,666
-4,313
| -33% | -$481K | 0.98% | 27 |
|
|
2020
Q1 | $1.25M | Buy |
12,979
+80
| +0.6% | +$7.73K | 1.5% | 19 |
|
|
2019
Q4 | $1.82M | Buy |
+12,899
| New | +$1.82M | 1.21% | 22 |
|