Asset Management Resources’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $217K | Sell |
2,405
-287
| -11% | -$25.9K | 0.12% | 53 |
|
|
2023
Q3 | $218K | Buy |
2,692
+339
| +14% | +$27.5K | 0.14% | 53 |
|
|
2023
Q2 | $210K | Buy |
2,353
+311
| +15% | +$27.8K | 0.13% | 57 |
|
|
2023
Q1 | $204K | Buy |
+2,042
| New | +$204K | 0.13% | 57 |
|
|
2022
Q1 | – | Sell |
-1,388
| Closed | -$215K | – | 64 |
|
|
2021
Q4 | $215K | Buy |
+1,388
| New | +$215K | 0.19% | 54 |
|