Vishria Bird Financial Group’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 |
-24,785
| Closed | -$3.4M | – | 60 |
|
|
2022
Q1 | $3.4M | Buy |
24,785
+316
| +1% | +$43.3K | 1.88% | 18 |
|
|
2021
Q4 | $3.79M | Buy |
24,469
+1,322
| +6% | +$205K | 1.76% | 19 |
|
|
2021
Q3 | $3.92M | Buy |
23,147
+691
| +3% | +$117K | 2.06% | 19 |
|
|
2021
Q2 | $3.95M | Buy |
22,456
+782
| +4% | +$137K | 1.94% | 22 |
|
|
2021
Q1 | $4M | Buy |
+21,674
| New | +$4M | 2.21% | 20 |
|