Warther Private Wealth’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,034
| Closed | -$539K | – | 64 |
|
|
2023
Q2 | $539K | Sell |
6,034
-2,776
| -32% | -$248K | 0.37% | 42 |
|
|
2023
Q1 | $882K | Sell |
8,810
-575
| -6% | -$57.6K | 0.67% | 34 |
|
|
2022
Q4 | $815K | Sell |
9,385
-2,152
| -19% | -$187K | 0.61% | 42 |
|
|
2022
Q3 | $1.09M | Buy |
11,537
+161
| +1% | +$15.2K | 0.86% | 36 |
|
|
2022
Q2 | $1.09M | Sell |
11,376
-3,355
| -23% | -$323K | 0.8% | 44 |
|
|
2022
Q1 | $2.02M | Buy |
14,731
+1,212
| +9% | +$166K | 1.32% | 19 |
|
|
2021
Q4 | $2.12M | Buy |
13,519
+247
| +2% | +$38.7K | 1.57% | 15 |
|
|
2021
Q3 | $2.34M | Buy |
13,272
+1,464
| +12% | +$258K | 2.08% | 9 |
|
|
2021
Q2 | $2.09M | Buy |
+11,808
| New | +$2.09M | 2.03% | 11 |
|