3IP
3Chopt Investment Partners’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $881K | Sell |
7,076
-368
| -5% | -$45.8K | 0.21% | 92 |
|
|
2025
Q1 | $735K | Buy |
+7,444
| New | +$735K | 0.19% | 103 |
|
|
2024
Q3 | – | Sell |
-5,124
| Closed | -$509K | – | 103 |
|
|
2024
Q2 | $509K | Buy |
+5,124
| New | +$509K | 0.16% | 118 |
|
|
2024
Q1 | – | Sell |
-4,902
| Closed | -$444K | – | 96 |
|
|
2023
Q4 | $444K | Buy |
+4,902
| New | +$444K | 0.16% | 113 |
|
|
2023
Q3 | – | Sell |
-4,437
| Closed | -$396K | – | 84 |
|
|
2023
Q2 | $396K | Sell |
4,437
-446
| -9% | -$39.8K | 0.2% | 98 |
|
|
2023
Q1 | $489K | Sell |
4,883
-415
| -8% | -$41.6K | 0.26% | 89 |
|
|
2022
Q4 | $460K | Buy |
+5,298
| New | +$460K | 0.25% | 84 |
|