Wealthstreet Investment Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $27K | Hold |
200
| – | – | 0.73% | 33 |
|
|
2021
Q4 | $31K | Hold |
200
| – | – | 0.76% | 32 |
|
|
2021
Q3 | $34K | Sell |
200
-120
| -38% | -$20.4K | 0.94% | 31 |
|
|
2021
Q2 | $56K | Sell |
320
-97,712
| -100% | -$17.1M | 0.29% | 57 |
|
|
2021
Q1 | $18.1M | Sell |
98,032
-25
| -0% | -$4.61K | 1.76% | 11 |
|
|
2020
Q4 | $17.8M | Sell |
98,057
-2,555
| -3% | -$463K | 1.8% | 12 |
|
|
2020
Q3 | $12.5M | Buy |
100,612
+700
| +0.7% | +$86.8K | 1.39% | 19 |
|
|
2020
Q2 | $11.1M | Sell |
99,912
-2,920
| -3% | -$326K | 1.36% | 18 |
|
|
2020
Q1 | $9.93M | Sell |
102,832
-158
| -0.2% | -$15.3K | 1.47% | 19 |
|
|
2019
Q4 | $14.9M | Buy |
102,990
+520
| +0.5% | +$75.2K | 1.74% | 10 |
|
|
2019
Q3 | $13.3M | Buy |
102,470
+4,273
| +4% | +$553K | 1.7% | 10 |
|
|
2019
Q2 | $13.7M | Buy |
98,197
+350
| +0.4% | +$48.9K | 1.77% | 10 |
|
|
2019
Q1 | $10.9M | Buy |
97,847
+3,822
| +4% | +$424K | 1.43% | 17 |
|
|
2018
Q4 | $10.4M | Sell |
94,025
-3,480
| -4% | -$386K | 1.46% | 16 |
|
|
2018
Q3 | $11.4M | Sell |
97,505
-680
| -0.7% | -$79.5K | 1.41% | 15 |
|
|
2018
Q2 | $10.3M | Buy |
98,185
+1,619
| +2% | +$170K | 1.36% | 17 |
|
|
2018
Q1 | $9.7M | Buy |
96,566
+2,159
| +2% | +$217K | 1.22% | 18 |
|
|
2017
Q4 | $10.2M | Buy |
+94,407
| New | +$10.2M | 1.23% | 18 |
|