Wolff Financial Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,625
| Closed | -$263K | – | 47 |
|
|
2023
Q1 | $263K | Buy |
2,625
+2
| +0.1% | +$200 | 0.09% | 87 |
|
|
2022
Q4 | $228K | Buy |
2,623
+1
| +0% | +$87 | 0.08% | 93 |
|
|
2022
Q3 | $247K | Sell |
2,622
-1
| -0% | -$94 | 0.11% | 89 |
|
|
2022
Q2 | $248K | Sell |
2,623
-300
| -10% | -$28.4K | 0.11% | 88 |
|
|
2022
Q1 | $401K | Sell |
2,923
-2
| -0.1% | -$274 | 0.16% | 81 |
|
|
2021
Q4 | $453K | Buy |
+2,925
| New | +$453K | 0.17% | 76 |
|
|
2021
Q1 | $533K | Sell |
2,886
-139
| -5% | -$25.7K | 0.24% | 64 |
|
|
2020
Q4 | $548K | Hold |
3,025
| – | – | 0.29% | 55 |
|
|
2020
Q3 | $375K | Hold |
3,025
| – | – | 0.22% | 63 |
|
|
2020
Q2 | $337K | Buy |
3,025
+244
| +9% | +$27.2K | 0.21% | 65 |
|
|
2020
Q1 | $269K | Buy |
2,781
+989
| +55% | +$95.7K | 0.2% | 70 |
|
|
2019
Q4 | $259K | Buy |
+1,792
| New | +$259K | 0.17% | 74 |
|