20/20 Capital Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | $1.54M | Buy |
8,781
+592
| +7% | +$104K | 0.4% | 53 |
|
2021
Q1 | $1.51M | Buy |
8,189
+467
| +6% | +$86.2K | 0.44% | 53 |
|
2020
Q4 | $1.37M | Sell |
7,722
-1,129
| -13% | -$200K | 0.4% | 61 |
|
2020
Q3 | $1.1M | Hold |
8,851
| – | – | 0.41% | 53 |
|
2020
Q2 | $1.15M | Buy |
8,851
+66
| +0.8% | +$8.58K | 0.44% | 48 |
|
2020
Q1 | $927K | Buy |
8,785
+2,939
| +50% | +$310K | 0.42% | 50 |
|
2019
Q4 | $834K | Buy |
+5,846
| New | +$834K | 0.34% | 60 |
|