WQ
Wealth Quarterback’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,602
| Closed | -$250K | – | 122 |
|
|
2024
Q3 | $250K | Sell |
2,602
-13
| -0.5% | -$1.25K | 0.13% | 106 |
|
|
2024
Q2 | $260K | Buy |
2,615
+250
| +11% | +$24.8K | 0.15% | 94 |
|
|
2024
Q1 | $289K | Sell |
2,365
-629
| -21% | -$77K | 0.16% | 93 |
|
|
2023
Q4 | $270K | Sell |
2,994
-208
| -6% | -$18.8K | 0.17% | 96 |
|
|
2023
Q3 | $260K | Sell |
3,202
-288
| -8% | -$23.3K | 0.22% | 86 |
|
|
2023
Q2 | $312K | Sell |
3,490
-852
| -20% | -$76.1K | 0.22% | 83 |
|
|
2023
Q1 | $435K | Sell |
4,342
-195
| -4% | -$19.5K | 0.37% | 66 |
|
|
2022
Q4 | $394K | Sell |
4,537
-236
| -5% | -$20.5K | 0.33% | 72 |
|
|
2022
Q3 | $450K | Sell |
4,773
-4,554
| -49% | -$429K | 0.48% | 50 |
|
|
2022
Q2 | $881K | Buy |
+9,327
| New | +$881K | 0.69% | 31 |
|
|
2021
Q3 | $876K | Buy |
12,258
+6,756
| +123% | +$483K | 0.58% | 36 |
|
|
2021
Q2 | $967K | Buy |
+5,502
| New | +$967K | 0.59% | 36 |
|
|
2020
Q4 | $1.25M | Sell |
6,905
-3,865
| -36% | -$700K | 1.04% | 24 |
|
|
2020
Q3 | $1.2M | Hold |
10,770
| – | – | 1.1% | 25 |
|
|
2020
Q2 | $1.2M | Buy |
10,770
+400
| +4% | +$44.6K | 1.1% | 25 |
|
|
2020
Q1 | $988K | Sell |
10,370
-121,385
| -92% | -$11.6M | 0.91% | 29 |
|
|
2019
Q4 | $1.52M | Buy |
+131,755
| New | +$1.52M | 1.32% | 18 |
|