YorkBridge Wealth Partners’s Walt Disney DIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$1.59M	Sell	18,268 -2,391	-12%	-$208K	0.4%	62
2022 Q3	$1.95M	Buy	20,659 +477	+2%	+$45K	0.5%	53
2022 Q2	$1.91M	Buy	20,182 +2,720	+16%	+$257K	0.5%	53
2022 Q1	$2.4M	Buy	17,462 +231	+1%	+$31.7K	0.53%	47
2021 Q4	$2.67M	Buy	17,231 +167	+1%	+$25.9K	0.6%	44
2021 Q3	$2.89M	Buy	17,064 +759	+5%	+$128K	0.73%	37
2021 Q2	$2.87M	Buy	16,305 +429	+3%	+$75.4K	0.75%	37
2021 Q1	$2.93M	Buy	15,876 +3,322	+26%	+$613K	0.87%	31
2020 Q4	$2.28M	Buy	12,554 +64	+0.5%	+$11.6K	0.76%	38
2020 Q3	$1.55M	Sell	12,490 -182	-1%	-$22.6K	0.65%	45
2020 Q2	$1.41M	Sell	12,672 -1,082	-8%	-$121K	0.65%	48
2020 Q1	$1.33M	Buy	13,754 +102	+0.7%	+$9.86K	0.82%	43
2019 Q4	$1.97M	Buy	13,652 +281	+2%	+$40.6K	0.9%	34
2019 Q3	$1.74M	Buy	13,371 +1,042	+8%	+$136K	0.88%	38
2019 Q2	$1.72M	Sell	12,329 -8	-0.1%	-$1.12K	0.77%	36
2019 Q1	$1.37M	Sell	12,337 -85	-0.7%	-$9.44K	0.63%	46
2018 Q4	$1.36M	Buy	12,422 +99	+0.8%	+$10.9K	0.72%	42
2018 Q3	$1.43M	Sell	12,323 -49	-0.4%	-$5.69K	0.66%	43
2018 Q2	$1.3M	Sell	12,372 -1,857	-13%	-$195K	0.57%	47
2018 Q1	$1.43M	Buy	14,229 +735	+5%	+$73.8K	0.66%	41
2017 Q4	$1.41M	Buy	13,494 +2,283	+20%	+$239K	0.68%	39
2017 Q3	$1.11M	Sell	11,211 -493	-4%	-$48.6K	0.57%	49
2017 Q2	$1.26M	Buy	11,704 +209	+2%	+$22.5K	0.67%	41
2017 Q1	$1.32M	Buy	11,495 +1,975	+21%	+$226K	0.69%	39
2016 Q4	$941K	Buy	+9,520	New	+$941K	0.56%	48