Axiom Investment Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-910
| Closed | -$88K | – | 181 |
|
|
2022
Q3 | $88K | Buy |
+910
| New | +$88K | 0.18% | 109 |
|
|
2021
Q2 | – | Sell |
-885
| Closed | -$165K | – | 169 |
|
|
2021
Q1 | $165K | Sell |
885
-2,373
| -73% | -$442K | 0.13% | 126 |
|
|
2020
Q4 | $343 | Buy |
+3,258
| New | +$343 | 0.31% | 78 |
|
|
2020
Q1 | – | Sell |
-4,397
| Closed | -$636K | – | 128 |
|
|
2019
Q4 | $636K | Sell |
4,397
-9,779
| -69% | -$1.41M | 0.91% | 27 |
|
|
2019
Q3 | $1.86M | Sell |
14,176
-51,276
| -78% | -$6.72M | 1.42% | 17 |
|
|
2019
Q2 | $9.15M | Sell |
65,452
-8,414
| -11% | -$1.18M | 1.65% | 8 |
|
|
2019
Q1 | $8.21M | Buy |
73,866
+8,102
| +12% | +$901K | 1.56% | 10 |
|
|
2018
Q4 | $7.21M | Buy |
+65,764
| New | +$7.21M | 1.52% | 12 |
|