BAM
Baldrige Asset Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $26K | Buy |
263
+25
| +11% | +$2.47K | 0.01% | 208 |
|
|
2022
Q4 | $21K | Buy |
238
+25
| +12% | +$2.21K | 0.01% | 211 |
|
|
2022
Q3 | $20K | Hold |
213
| – | – | 0.01% | 203 |
|
|
2022
Q2 | $20K | Sell |
213
-28
| -12% | -$2.63K | 0.01% | 209 |
|
|
2022
Q1 | $33K | Sell |
241
-144
| -37% | -$19.7K | 0.01% | 202 |
|
|
2021
Q4 | $60K | Sell |
385
-56
| -13% | -$8.73K | 0.02% | 158 |
|
|
2021
Q3 | $75K | Sell |
441
-56
| -11% | -$9.52K | 0.03% | 143 |
|
|
2021
Q2 | $87K | Buy |
+497
| New | +$87K | 0.04% | 136 |
|