WR Wealth Planners’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 | $174K | Buy |
1,560
+20
| +1% | +$2.23K | 0.06% | 171 |
|
|
2024
Q3 | $148K | Buy |
1,540
+23
| +2% | +$2.21K | 0.04% | 225 |
|
|
2024
Q2 | $151K | Sell |
1,517
-29
| -2% | -$2.88K | 0.05% | 205 |
|
|
2024
Q1 | $189K | Buy |
+1,546
| New | +$189K | 0.06% | 179 |
|
|
2023
Q4 | – | Sell |
-2,009
| Closed | -$163K | – | 347 |
|
|
2023
Q3 | $163K | Buy |
2,009
+294
| +17% | +$23.8K | 0.06% | 193 |
|
|
2023
Q2 | $153K | Buy |
1,715
+114
| +7% | +$10.2K | 0.06% | 195 |
|
|
2023
Q1 | $160K | Buy |
1,601
+1,201
| +300% | +$120K | 0.07% | 180 |
|
|
2022
Q4 | $34.8K | Hold |
400
| – | – | 0.02% | 191 |
|
|
2022
Q3 | $37.7K | Buy |
400
+378
| +1,718% | +$35.7K | 0.03% | 180 |
|
|
2022
Q2 | $2.08K | Hold |
22
| – | – | ﹤0.01% | 414 |
|
|
2022
Q1 | $3.02K | Buy |
+22
| New | +$3.02K | ﹤0.01% | 400 |
|