Wealth Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,571
| Closed | -$258K | – | 66 |
|
|
2023
Q1 | $258K | Buy |
2,571
+54
| +2% | +$5.42K | 0.12% | 57 |
|
|
2022
Q4 | $219K | Sell |
2,517
-804
| -24% | -$69.9K | 0.12% | 60 |
|
|
2022
Q3 | $313K | Buy |
3,321
+191
| +6% | +$18K | 0.16% | 45 |
|
|
2022
Q2 | $295K | Buy |
3,130
+1,169
| +60% | +$110K | 0.14% | 44 |
|
|
2022
Q1 | $269K | Buy |
1,961
+270
| +16% | +$37K | 0.1% | 55 |
|
|
2021
Q4 | $262K | Buy |
1,691
+268
| +19% | +$41.5K | 0.09% | 53 |
|
|
2021
Q3 | $247K | Buy |
1,423
+130
| +10% | +$22.6K | 0.1% | 55 |
|
|
2021
Q2 | $232K | Buy |
1,293
+109
| +9% | +$19.6K | 0.08% | 59 |
|
|
2021
Q1 | $216K | Buy |
+1,184
| New | +$216K | 0.09% | 62 |
|
|
2020
Q1 | – | Sell |
-5,515
| Closed | -$767K | – | 58 |
|
|
2019
Q4 | $767K | Buy |
+5,515
| New | +$767K | 0.44% | 33 |
|