SUGARLOAF WEALTH MANAGEMENT, LLC – The Walt Disney Company Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$413,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-0.07%
quarter
The Walt Disney Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +23.40% | 829 shares | 79K | $94.33 | 4.37K |
| Q2 2022 | share | Increase | +20.31% | 598 shares | -70K | $94.4 | 3.54K |
| Q1 2022 | share | Increase | +1.55% | 45 shares | -45K | $137.16 | 2.94K |
| Q4 2021 | share | 0.00% | 0 shares | -41K | $155.93 | 2.89K | |
| Q3 2021 | share | 0.00% | 0 shares | -20K | $169.17 | 2.89K | |
| Q2 2021 | share | 0.00% | 0 shares | -25K | $175.77 | 2.89K | |
| Q1 2021 | share | Decrease | -2.46% | -73 shares | -3K | $184.52 | 2.89K |
| Q4 2020 | share | Decrease | -43.70% | -2.30K shares | -117K | $181.18 | 2.97K |
| Q3 2020 | share | Decrease | -5.43% | -303 shares | 33K | $124.08 | 5.27K |
| Q2 2020 | share | Increase | +0.23% | 13 shares | 84K | $111.51 | 5.58K |
| Q1 2020 | share | Decrease | -25.69% | -1.92K shares | -546K | $96.6 | 5.56K |
| Q4 2019 | share | Increase | 0.00% | 7.49K shares | 1.08M | $144.63 | 7.49K |