WJ Wealth Management’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 | – | Sell |
-2,400
| Closed | -$231K | – | 76 |
|
|
2024
Q3 | $231K | Sell |
2,400
-300
| -11% | -$28.9K | 0.08% | 72 |
|
|
2024
Q2 | $268K | Sell |
2,700
-200
| -7% | -$19.9K | 0.1% | 72 |
|
|
2024
Q1 | $355K | Hold |
2,900
| – | – | 0.14% | 63 |
|
|
2023
Q4 | $262K | Hold |
2,900
| – | – | 0.11% | 69 |
|
|
2023
Q3 | $235K | Hold |
2,900
| – | – | 0.11% | 61 |
|
|
2023
Q2 | $259K | Buy |
+2,900
| New | +$259K | 0.12% | 57 |
|
|
2023
Q1 | – | Sell |
-3,100
| Closed | -$269K | – | 53 |
|
|
2022
Q4 | $269K | Hold |
3,100
| – | – | 0.16% | 47 |
|
|
2022
Q3 | $292K | Hold |
3,100
| – | – | 0.18% | 46 |
|
|
2022
Q2 | $292K | Buy |
3,100
+1,470
| +90% | +$138K | 0.21% | 42 |
|
|
2022
Q1 | $224K | Buy |
1,630
+50
| +3% | +$6.87K | 0.15% | 47 |
|
|
2021
Q4 | $243K | Buy |
+1,580
| New | +$243K | 0.15% | 50 |
|