ACM
Avalon Capital Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-20,618
| Closed | -$2.3M | – | 133 |
|
|
2024
Q4 | $2.3M | Sell |
20,618
-757
| -4% | -$84.3K | 0.74% | 34 |
|
|
2024
Q3 | $2.06M | Sell |
21,375
-1,997
| -9% | -$192K | 0.62% | 35 |
|
|
2024
Q2 | $2.32M | Sell |
23,372
-1,002
| -4% | -$99.5K | 0.74% | 29 |
|
|
2024
Q1 | $2.98M | Sell |
24,374
-110
| -0.4% | -$13.5K | 1.22% | 25 |
|
|
2023
Q4 | $2.21M | Sell |
24,484
-7,865
| -24% | -$710K | 0.93% | 28 |
|
|
2023
Q3 | $2.62M | Buy |
+32,349
| New | +$2.62M | 1.34% | 23 |
|
|
2022
Q1 | – | Sell |
-7,122
| Closed | -$1.1M | – | 71 |
|
|
2021
Q4 | $1.1M | Sell |
7,122
-13,400
| -65% | -$2.08M | 0.49% | 28 |
|
|
2021
Q3 | $3.47M | Buy |
+20,522
| New | +$3.47M | 1.95% | 21 |
|
|
2019
Q1 | – | Sell |
-9,488
| Closed | -$1.04M | – | 44 |
|
|
2018
Q4 | $1.04M | Buy |
+9,488
| New | +$1.04M | 1.11% | 23 |
|