WPA
Winning Points Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $202K | Hold |
2,232
| – | – | 0.31% | 35 |
|
|
2023
Q4 | $202K | Buy |
+2,232
| New | +$202K | 0.31% | 35 |
|
|
2023
Q3 | – | Sell |
-2,232
| Closed | -$202K | – | 33 |
|
|
2023
Q2 | $202K | Buy |
2,232
+25
| +1% | +$2.26K | 0.31% | 35 |
|
|
2023
Q1 | $221K | Buy |
+2,207
| New | +$221K | 0.24% | 38 |
|
|
2022
Q4 | – | Sell |
-2,832
| Closed | -$282K | – | 47 |
|
|
2022
Q3 | $282K | Hold |
2,832
| – | – | 0.34% | 40 |
|
|
2022
Q2 | $267K | Hold |
2,832
| – | – | 0.29% | 44 |
|
|
2022
Q1 | $388K | Sell |
2,832
-1,034
| -27% | -$142K | 0.3% | 42 |
|
|
2021
Q4 | $540K | Buy |
3,866
+1,034
| +37% | +$144K | 0.39% | 45 |
|
|
2021
Q3 | $479K | Buy |
2,832
+925
| +49% | +$156K | 0.35% | 42 |
|
|
2021
Q2 | $335K | Sell |
1,907
-1,000
| -34% | -$176K | 0.25% | 48 |
|
|
2021
Q1 | $536K | Buy |
2,907
+200
| +7% | +$36.9K | 0.4% | 43 |
|
|
2020
Q4 | $490K | Sell |
2,707
-1,544
| -36% | -$280K | 0.39% | 41 |
|
|
2020
Q3 | $527K | Buy |
4,251
+199
| +5% | +$24.7K | 0.45% | 37 |
|
|
2020
Q2 | $452K | Buy |
4,052
+85
| +2% | +$9.48K | 0.43% | 37 |
|
|
2020
Q1 | $383K | Buy |
3,967
+101
| +3% | +$9.75K | 0.37% | 43 |
|
|
2019
Q4 | $559K | Hold |
3,866
| – | – | 0.36% | 48 |
|
|
2019
Q3 | $502K | Hold |
3,866
| – | – | 0.36% | 47 |
|
|
2019
Q2 | $540K | Hold |
3,866
| – | – | 0.39% | 45 |
|
|
2019
Q1 | $429K | Buy |
3,866
+93
| +2% | +$10.3K | 0.33% | 49 |
|
|
2018
Q4 | $411K | Buy |
3,773
+200
| +6% | +$21.8K | 0.35% | 50 |
|
|
2018
Q3 | $418K | Sell |
3,573
-212
| -6% | -$24.8K | 0.31% | 51 |
|
|
2018
Q2 | $397K | Hold |
3,785
| – | – | 0.32% | 50 |
|
|
2018
Q1 | $376K | Sell |
3,785
-100
| -3% | -$9.93K | 0.31% | 55 |
|
|
2017
Q4 | $418K | Hold |
3,885
| – | – | 0.34% | 51 |
|
|
2017
Q3 | $383K | Hold |
3,885
| – | – | 0.33% | 54 |
|
|
2017
Q2 | $417K | Hold |
3,885
| – | – | 0.41% | 46 |
|
|
2017
Q1 | $441K | Buy |
3,885
+16
| +0.4% | +$1.82K | 0.43% | 47 |
|
|
2016
Q4 | $403K | Buy |
+3,869
| New | +$403K | 0.44% | 49 |
|