WealthOne’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 |
-2,316
| Closed | -$207K | – | 87 |
|
|
2023
Q2 | $207K | Sell |
2,316
-450
| -16% | -$40.2K | 0.08% | 105 |
|
|
2023
Q1 | $277K | Buy |
2,766
+3
| +0.1% | +$300 | 0.11% | 88 |
|
|
2022
Q4 | $240K | Buy |
2,763
+194
| +8% | +$16.9K | 0.1% | 101 |
|
|
2022
Q3 | $242K | Sell |
2,569
-33
| -1% | -$3.11K | 0.1% | 89 |
|
|
2022
Q2 | $246K | Sell |
2,602
-399
| -13% | -$37.7K | 0.1% | 103 |
|
|
2022
Q1 | $412K | Sell |
3,001
-5,563
| -65% | -$764K | 0.15% | 73 |
|
|
2021
Q4 | $1.33M | Sell |
8,564
-498
| -5% | -$77.1K | 0.46% | 30 |
|
|
2021
Q3 | $1.53M | Sell |
9,062
-461
| -5% | -$78K | 0.57% | 26 |
|
|
2021
Q2 | $1.67M | Buy |
9,523
+272
| +3% | +$47.8K | 0.65% | 25 |
|
|
2021
Q1 | $1.71M | Buy |
9,251
+679
| +8% | +$125K | 0.73% | 23 |
|
|
2020
Q4 | $1.55M | Sell |
8,572
-28
| -0.3% | -$5.07K | 0.75% | 24 |
|
|
2020
Q3 | $1.07M | Sell |
8,600
-471
| -5% | -$58.4K | 0.6% | 25 |
|
|
2020
Q2 | $1.01M | Buy |
9,071
+2,107
| +30% | +$235K | 0.62% | 26 |
|
|
2020
Q1 | $673K | Sell |
6,964
-65
| -0.9% | -$6.28K | 0.52% | 30 |
|
|
2019
Q4 | $1.02M | Buy |
7,029
+215
| +3% | +$31.1K | 0.63% | 24 |
|
|
2019
Q3 | $888K | Buy |
6,814
+3
| +0% | +$391 | 0.64% | 25 |
|
|
2019
Q2 | $951K | Buy |
6,811
+6,151
| +932% | +$859K | 0.67% | 24 |
|
|
2019
Q1 | $732K | Sell |
660
-195
| -23% | -$216K | 0.83% | 25 |
|
|
2018
Q4 | $94K | Buy |
+855
| New | +$94K | 0.08% | 128 |
|