B&D White Capital Company’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,300
Closed -$569K 63
2023
Q4
$569K Buy
6,300
+2,625
+71% +$237K 0.18% 33
2023
Q3
$298K Sell
3,675
-625
-15% -$50.7K 0.11% 49
2023
Q2
$384K Buy
+4,300
New +$384K 0.13% 46
2022
Q1
Sell
-232,992
Closed -$36.1M 65
2021
Q4
$36.1M Buy
232,992
+144,797
+164% +$22.4M 11.87% 2
2021
Q3
$14.9M Buy
88,195
+86,445
+4,940% +$14.6M 5.74% 2
2021
Q2
$307K Buy
+1,750
New +$307K 0.14% 37