Birch Run Capital Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,400
| Closed | -$575K | – | 7 |
|
|
2021
Q3 | $575K | Hold |
3,400
| – | – | 0.66% | 21 |
|
|
2021
Q2 | $598K | Hold |
3,400
| – | – | 0.5% | 21 |
|
|
2021
Q1 | $627K | Hold |
3,400
| – | – | 0.24% | 24 |
|
|
2020
Q4 | $616K | Hold |
3,400
| – | – | 0.29% | 24 |
|
|
2020
Q3 | $422K | Hold |
3,400
| – | – | 0.29% | 24 |
|
|
2020
Q2 | $379K | Hold |
3,400
| – | – | 0.24% | 22 |
|
|
2020
Q1 | $328K | Buy |
+3,400
| New | +$328K | 0.29% | 18 |
|