WMG Financial Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,510
| Closed | -$218K | – | 127 |
|
|
2022
Q4 | $218K | Sell |
2,510
-62
| -2% | -$5.39K | 0.19% | 115 |
|
|
2022
Q3 | $243K | Sell |
2,572
-665
| -21% | -$62.8K | 0.22% | 101 |
|
|
2022
Q2 | $305K | Sell |
3,237
-799
| -20% | -$75.3K | 0.26% | 85 |
|
|
2022
Q1 | $554K | Buy |
4,036
+105
| +3% | +$14.4K | 0.41% | 62 |
|
|
2021
Q4 | $606K | Buy |
+3,931
| New | +$606K | 0.47% | 52 |
|