Well Done LLC’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,676
| Closed | -$205K | – | 182 |
|
|
2024
Q1 | $205K | Buy |
+1,676
| New | +$205K | 0.04% | 180 |
|
|
2023
Q3 | – | Sell |
-3,227
| Closed | -$288K | – | 163 |
|
|
2023
Q2 | $288K | Sell |
3,227
-361
| -10% | -$32.2K | 0.06% | 135 |
|
|
2023
Q1 | $359K | Sell |
3,588
-137
| -4% | -$13.7K | 0.08% | 118 |
|
|
2022
Q4 | $300K | Buy |
3,725
+1,182
| +46% | +$95.2K | 0.06% | 140 |
|
|
2022
Q3 | $240K | Buy |
2,543
+27
| +1% | +$2.55K | 0.06% | 137 |
|
|
2022
Q2 | $238K | Buy |
2,516
+15
| +0.6% | +$1.42K | 0.05% | 149 |
|
|
2022
Q1 | $343K | Buy |
2,501
+74
| +3% | +$10.1K | 0.07% | 130 |
|
|
2021
Q4 | $376K | Buy |
2,427
+1
| +0% | +$155 | 0.08% | 121 |
|
|
2021
Q3 | $410K | Sell |
2,426
-245
| -9% | -$41.4K | 0.09% | 115 |
|
|
2021
Q2 | $469K | Hold |
2,671
| – | – | 0.1% | 107 |
|
|
2021
Q1 | $493K | Buy |
2,671
+529
| +25% | +$97.6K | 0.11% | 98 |
|
|
2020
Q4 | $388K | Buy |
+2,142
| New | +$388K | 0.1% | 104 |
|
|
2019
Q1 | – | Sell |
-166
| Closed | -$18K | – | 272 |
|
|
2018
Q4 | $18K | Buy |
+166
| New | +$18K | 0.01% | 375 |
|
|
2018
Q2 | – | Sell |
-449
| Closed | -$45K | – | 222 |
|
|
2018
Q1 | $45K | Buy |
+449
| New | +$45K | 0.01% | 236 |
|