55I LLC’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$2.55M Buy
27,068
+17,955
+197% +$1.69M 0.07% 166
2022
Q2
$860K Sell
9,113
-27
-0.3% -$2.55K 0.02% 283
2022
Q1
$1.25M Buy
9,140
+593
+7% +$81.4K 0.03% 234
2021
Q4
$1.32M Buy
8,547
+983
+13% +$152K 0.03% 217
2021
Q3
$1.28M Buy
7,564
+3,449
+84% +$584K 0.04% 205
2021
Q2
$723K Buy
4,115
+1,151
+39% +$202K 0.03% 214
2021
Q1
$547K Buy
2,964
+294
+11% +$54.3K 0.03% 201
2020
Q4
$484K Sell
2,670
-1,154
-30% -$209K 0.04% 169
2020
Q3
$474K Buy
3,824
+1,694
+80% +$210K 0.04% 185
2020
Q2
$237K Buy
+2,130
New +$237K 0.04% 190