AS
AM Squared’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $77K | Buy |
+800
| New | +$77K | 0.17% | 47 |
|
|
2023
Q3 | – | Sell |
-4,300
| Closed | -$384K | – | 99 |
|
|
2023
Q2 | $384K | Sell |
4,300
-300
| -7% | -$26.8K | 0.44% | 27 |
|
|
2023
Q1 | $461K | Sell |
4,600
-2,400
| -34% | -$240K | 0.36% | 35 |
|
|
2022
Q4 | $608K | Buy |
+7,000
| New | +$608K | 0.4% | 31 |
|