Beaumont Asset Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,148
| Closed | -$549K | – | 63 |
|
|
2023
Q2 | $549K | Buy |
6,148
+73
| +1% | +$6.52K | 0.42% | 47 |
|
|
2023
Q1 | $608K | Sell |
6,075
-103
| -2% | -$10.3K | 0.45% | 46 |
|
|
2022
Q4 | $537K | Buy |
+6,178
| New | +$537K | 0.39% | 45 |
|
|
2020
Q1 | – | Sell |
-8,530
| Closed | -$1.23M | – | 55 |
|
|
2019
Q4 | $1.23M | Buy |
+8,530
| New | +$1.23M | 1.18% | 23 |
|