Wintrust Investments’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $64K | Sell |
670
-505
| -43% | -$48.2K | 0.06% | 220 |
|
|
2024
Q3 | $108K | Sell |
1,175
-7,883
| -87% | -$725K | 0.08% | 200 |
|
|
2024
Q2 | $899K | Buy |
9,058
+936
| +12% | +$92.9K | 0.07% | 209 |
|
|
2024
Q1 | $994K | Sell |
8,122
-524
| -6% | -$64.1K | 0.09% | 191 |
|
|
2023
Q4 | $781K | Sell |
8,646
-1,387
| -14% | -$125K | 0.08% | 212 |
|
|
2023
Q3 | $813K | Buy |
10,033
+176
| +2% | +$14.3K | 0.09% | 193 |
|
|
2023
Q2 | $880K | Sell |
9,857
-7,244
| -42% | -$647K | 0.09% | 190 |
|
|
2023
Q1 | $1.71M | Sell |
17,101
-1,537
| -8% | -$154K | 0.22% | 88 |
|
|
2022
Q4 | $1.62M | Sell |
18,638
-9,327
| -33% | -$810K | 0.21% | 97 |
|
|
2022
Q3 | $2.83M | Buy |
27,965
+21,265
| +317% | +$2.16M | 0.35% | 56 |
|
|
2022
Q2 | $861K | Sell |
6,700
-41,855
| -86% | -$5.38M | 0.1% | 160 |
|
|
2022
Q1 | $6.72M | Buy |
48,555
+14,878
| +44% | +$2.06M | 0.65% | 29 |
|
|
2021
Q4 | $5.11M | Buy |
33,677
+28,777
| +587% | +$4.37M | 0.49% | 38 |
|
|
2021
Q3 | $666K | Sell |
4,900
-20,880
| -81% | -$2.84M | 0.09% | 152 |
|
|
2021
Q2 | $4.53M | Sell |
25,780
-4,589
| -15% | -$807K | 0.46% | 40 |
|
|
2021
Q1 | $5.34M | Sell |
30,369
-2,766
| -8% | -$486K | 0.55% | 35 |
|
|
2020
Q4 | $5.69M | Sell |
33,135
-143
| -0.4% | -$24.6K | 1.62% | 16 |
|
|
2020
Q3 | $4.09M | Buy |
33,278
+287
| +0.9% | +$35.3K | 0.56% | 36 |
|
|
2020
Q2 | $3.7M | Sell |
32,991
-1,799
| -5% | -$202K | 0.52% | 40 |
|
|
2020
Q1 | $3.47M | Buy |
34,790
+6,212
| +22% | +$620K | 0.57% | 34 |
|
|
2019
Q4 | $4.03M | Buy |
28,578
+572
| +2% | +$80.7K | 0.56% | 35 |
|
|
2019
Q3 | $3.59M | Buy |
28,006
+3,831
| +16% | +$491K | 0.54% | 36 |
|
|
2019
Q2 | $3.28M | Buy |
24,175
+857
| +4% | +$116K | 0.5% | 38 |
|
|
2019
Q1 | $2.59M | Buy |
23,318
+4,605
| +25% | +$511K | 0.42% | 51 |
|
|
2018
Q4 | $2.05M | Sell |
18,713
-35,710
| -66% | -$3.92M | 0.38% | 49 |
|
|
2018
Q3 | $6.34M | Sell |
54,423
-6,938
| -11% | -$808K | 1.03% | 17 |
|
|
2018
Q2 | $6.46M | Buy |
61,361
+57,187
| +1,370% | +$6.02M | 1.12% | 15 |
|
|
2018
Q1 | $419K | Sell |
4,174
-2,302
| -36% | -$231K | 0.11% | 164 |
|
|
2017
Q4 | $696K | Buy |
6,476
+174
| +3% | +$18.7K | 0.16% | 133 |
|
|
2017
Q3 | $621K | Sell |
6,302
-24
| -0.4% | -$2.37K | 0.16% | 135 |
|
|
2017
Q2 | $672K | Buy |
6,326
+8
| +0.1% | +$850 | 0.18% | 128 |
|
|
2017
Q1 | $716K | Buy |
6,318
+2,856
| +82% | +$324K | 0.2% | 119 |
|
|
2016
Q4 | $361K | Sell |
3,462
-75
| -2% | -$7.82K | 0.15% | 133 |
|
|
2016
Q3 | $328K | Sell |
3,537
-1,243
| -26% | -$115K | 0.15% | 127 |
|
|
2016
Q2 | $68K | Buy |
+4,780
| New | +$68K | 0.13% | 65 |
|