Burleson & Co’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.77M | Buy |
31,932
+6,745
| +27% | +$586K | 0.69% | 44 |
|
|
2022
Q3 | $2.38M | Buy |
25,187
+1,260
| +5% | +$119K | 0.51% | 49 |
|
|
2022
Q2 | $2.26M | Buy |
23,927
+590
| +3% | +$55.7K | 0.49% | 51 |
|
|
2022
Q1 | $3.2M | Buy |
23,337
+19,441
| +499% | +$2.67M | 0.51% | 48 |
|
|
2021
Q4 | $604K | Hold |
3,896
| – | – | 0.09% | 95 |
|
|
2021
Q3 | $659K | Hold |
3,896
| – | – | 0.1% | 82 |
|
|
2021
Q2 | $685K | Sell |
3,896
-353
| -8% | -$62.1K | 0.1% | 84 |
|
|
2021
Q1 | $784K | Buy |
4,249
+482
| +13% | +$88.9K | 0.13% | 79 |
|
|
2020
Q4 | $683K | Buy |
3,767
+6
| +0.2% | +$1.09K | 0.12% | 88 |
|
|
2020
Q3 | $479K | Sell |
3,761
-19
| -0.5% | -$2.42K | 0.09% | 98 |
|
|
2020
Q2 | $491K | Sell |
3,780
-3,512
| -48% | -$456K | 0.11% | 95 |
|
|
2020
Q1 | $796K | Buy |
7,292
+5,815
| +394% | +$635K | 0.21% | 80 |
|
|
2019
Q4 | $213K | Buy |
+1,477
| New | +$213K | 0.06% | 116 |
|