VitalStone Financial’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.13M | Buy |
11,714
+92
| +0.8% | +$8.85K | 0.77% | 30 |
|
|
2024
Q2 | $1.15M | Buy |
11,622
+1,129
| +11% | +$112K | 0.84% | 22 |
|
|
2024
Q1 | $1.28M | Buy |
10,493
+1,413
| +16% | +$173K | 0.98% | 25 |
|
|
2023
Q4 | $820K | Buy |
9,080
+7,833
| +628% | +$707K | 0.66% | 29 |
|
|
2023
Q3 | $110K | Sell |
1,247
-231
| -16% | -$20.4K | 0.09% | 99 |
|
|
2023
Q2 | $151K | Buy |
1,478
+916
| +163% | +$93.6K | 0.08% | 155 |
|
|
2023
Q1 | $84K | Sell |
562
-901
| -62% | -$135K | 0.07% | 88 |
|
|
2022
Q4 | $123K | Buy |
+1,463
| New | +$123K | 0.08% | 82 |
|