AFCM
Applied Finance Capital Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.2M | Buy |
243,268
+14,957
| +7% | +$1.85M | 2.06% | 12 |
|
|
2025
Q1 | $22.5M | Sell |
228,311
-223,212
| -49% | -$22M | 1.66% | 20 |
|
|
2024
Q4 | $50.3M | Buy |
451,523
+12,249
| +3% | +$1.36M | 2.19% | 13 |
|
|
2024
Q3 | $42.3M | Buy |
439,274
+48,189
| +12% | +$4.64M | 1.8% | 24 |
|
|
2024
Q2 | $38.8M | Buy |
391,085
+69,172
| +21% | +$6.87M | 1.8% | 19 |
|
|
2024
Q1 | $39.4M | Buy |
321,913
+52,169
| +19% | +$6.38M | 2.77% | 6 |
|
|
2023
Q4 | $24.4M | Buy |
269,744
+51,357
| +24% | +$4.64M | 2.12% | 15 |
|
|
2023
Q3 | $17.7M | Buy |
218,387
+50,317
| +30% | +$4.08M | 1.92% | 20 |
|
|
2023
Q2 | $15M | Buy |
168,070
+18,543
| +12% | +$1.66M | 1.7% | 34 |
|
|
2023
Q1 | $15M | Buy |
149,527
+1,349
| +0.9% | +$135K | 1.86% | 24 |
|
|
2022
Q4 | $12.9M | Buy |
+148,178
| New | +$12.9M | 1.68% | 36 |
|