Aspen Grove Capital’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,007
| Closed | -$299K | – | 210 |
|
|
2024
Q2 | $299K | Sell |
3,007
-39
| -1% | -$3.87K | 0.07% | 150 |
|
|
2024
Q1 | $373K | Buy |
3,046
+20
| +0.7% | +$2.45K | 0.11% | 117 |
|
|
2023
Q4 | $270K | Buy |
+3,026
| New | +$270K | 0.08% | 134 |
|
|
2023
Q3 | – | Sell |
-2,860
| Closed | -$255K | – | 186 |
|
|
2023
Q2 | $255K | Buy |
2,860
+762
| +36% | +$68K | 0.08% | 160 |
|
|
2023
Q1 | $210K | Sell |
2,098
-482
| -19% | -$48.3K | 0.09% | 136 |
|
|
2022
Q4 | $224K | Buy |
+2,580
| New | +$224K | 0.1% | 136 |
|