Buffington Mohr McNeal’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 |
-3,920
| Closed | -$354K | – | 132 |
|
|
2023
Q4 | $354K | Sell |
3,920
-4,664
| -54% | -$421K | 0.07% | 100 |
|
|
2023
Q3 | $696K | Sell |
8,584
-1,644
| -16% | -$133K | 0.16% | 78 |
|
|
2023
Q2 | $913K | Sell |
10,228
-999
| -9% | -$89.2K | 0.2% | 71 |
|
|
2023
Q1 | $1.12M | Sell |
11,227
-359
| -3% | -$35.9K | 0.26% | 62 |
|
|
2022
Q4 | $1.01M | Sell |
11,586
-453
| -4% | -$39.4K | 0.23% | 70 |
|
|
2022
Q3 | $1.14M | Buy |
12,039
+103
| +0.9% | +$9.72K | 0.27% | 60 |
|
|
2022
Q2 | $1.13M | Sell |
11,936
-581
| -5% | -$54.9K | 0.25% | 69 |
|
|
2022
Q1 | $1.72M | Buy |
12,517
+1,151
| +10% | +$158K | 0.33% | 52 |
|
|
2021
Q4 | $1.76M | Buy |
11,366
+464
| +4% | +$71.9K | 0.3% | 57 |
|
|
2021
Q3 | $1.84M | Buy |
10,902
+620
| +6% | +$105K | 0.35% | 52 |
|
|
2021
Q2 | $1.81M | Sell |
10,282
-485
| -5% | -$85.2K | 0.35% | 50 |
|
|
2021
Q1 | $1.99M | Sell |
10,767
-150
| -1% | -$27.7K | 0.43% | 47 |
|
|
2020
Q4 | $1.98M | Sell |
10,917
-9
| -0.1% | -$1.63K | 0.46% | 44 |
|
|
2020
Q3 | $1.36M | Sell |
10,926
-300
| -3% | -$37.2K | 0.36% | 49 |
|
|
2020
Q2 | $1.25M | Buy |
11,226
+209
| +2% | +$23.3K | 0.35% | 55 |
|
|
2020
Q1 | $1.06M | Buy |
11,017
+3,331
| +43% | +$322K | 0.35% | 55 |
|
|
2019
Q4 | $1.11M | Buy |
7,686
+290
| +4% | +$42K | 0.31% | 55 |
|
|
2019
Q3 | $964K | Buy |
7,396
+574
| +8% | +$74.8K | 0.3% | 57 |
|
|
2019
Q2 | $953K | Buy |
6,822
+635
| +10% | +$88.7K | 0.3% | 60 |
|
|
2019
Q1 | $687K | Buy |
6,187
+182
| +3% | +$20.2K | 0.22% | 78 |
|
|
2018
Q4 | $658K | Buy |
6,005
+2,517
| +72% | +$276K | 0.26% | 76 |
|
|
2018
Q3 | $408K | Buy |
3,488
+388
| +13% | +$45.4K | 0.14% | 99 |
|
|
2018
Q2 | $325K | Buy |
3,100
+275
| +10% | +$28.8K | 0.12% | 110 |
|
|
2018
Q1 | $284K | Buy |
+2,825
| New | +$284K | 0.11% | 113 |
|
|
2016
Q1 | – | Sell |
-1,120
| Closed | -$118K | – | 172 |
|
|
2015
Q4 | $118K | Buy |
+1,120
| New | +$118K | 0.06% | 131 |
|