BCB
Brian C. Broderick’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,962
| Closed | -$240K | – | 76 |
|
|
2023
Q3 | $240K | Sell |
2,962
-4,755
| -62% | -$385K | 0.07% | 73 |
|
|
2023
Q2 | $689K | Buy |
7,717
+175
| +2% | +$15.6K | 0.18% | 54 |
|
|
2023
Q1 | $755K | Sell |
7,542
-1,135
| -13% | -$114K | 0.21% | 50 |
|
|
2022
Q4 | $754K | Sell |
8,677
-43,503
| -83% | -$3.78M | 0.22% | 52 |
|
|
2022
Q3 | $4.92M | Buy |
52,180
+254
| +0.5% | +$24K | 1.54% | 28 |
|
|
2022
Q2 | $4.9M | Sell |
51,926
-69
| -0.1% | -$6.51K | 1.49% | 28 |
|
|
2022
Q1 | $7.13M | Buy |
51,995
+1,021
| +2% | +$140K | 1.82% | 22 |
|
|
2021
Q4 | $7.9M | Buy |
50,974
+5,193
| +11% | +$804K | 1.9% | 21 |
|
|
2021
Q3 | $7.75M | Buy |
45,781
+5,077
| +12% | +$859K | 2.07% | 21 |
|
|
2021
Q2 | $7.16M | Buy |
40,704
+297
| +0.7% | +$52.2K | 1.9% | 22 |
|
|
2021
Q1 | $7.46M | Buy |
40,407
+103
| +0.3% | +$19K | 2.15% | 19 |
|
|
2020
Q4 | $7.3M | Buy |
40,304
+1,114
| +3% | +$202K | 2.17% | 20 |
|
|
2020
Q3 | $4.86M | Buy |
39,190
+579
| +1% | +$71.8K | 1.55% | 25 |
|
|
2020
Q2 | $4.31M | Sell |
38,611
-97
| -0.3% | -$10.8K | 1.43% | 27 |
|
|
2020
Q1 | $3.74M | Buy |
38,708
+2,657
| +7% | +$257K | 1.48% | 29 |
|
|
2019
Q4 | $5.22M | Buy |
36,051
+1,761
| +5% | +$255K | 1.69% | 24 |
|
|
2019
Q3 | $4.47M | Buy |
34,290
+6,187
| +22% | +$806K | 1.54% | 27 |
|
|
2019
Q2 | $3.92M | Buy |
28,103
+2,419
| +9% | +$338K | 1.37% | 30 |
|
|
2019
Q1 | $2.85M | Buy |
25,684
+17,285
| +206% | +$1.92M | 1.02% | 40 |
|
|
2018
Q4 | $921K | Buy |
+8,399
| New | +$921K | 0.39% | 53 |
|