Camelot Portfolios’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-410
| Closed | -$40.7K | – | 246 |
|
2024
Q2 | $40.7K | Buy |
+410
| New | +$40.7K | 0.02% | 311 |
|
2022
Q1 | – | Sell |
-1,550
| Closed | -$240K | – | 234 |
|
2021
Q4 | $240K | Buy |
+1,550
| New | +$240K | 0.1% | 218 |
|
2021
Q1 | – | Sell |
-1,165
| Closed | -$211K | – | 217 |
|
2020
Q4 | $211K | Buy |
+1,165
| New | +$211K | 0.11% | 191 |
|
2020
Q1 | – | Sell |
-1,435
| Closed | -$208K | – | 218 |
|
2019
Q4 | $208K | Sell |
1,435
-305
| -18% | -$44.2K | 0.09% | 210 |
|
2019
Q3 | $227K | Sell |
1,740
-7,750
| -82% | -$1.01M | 0.11% | 190 |
|
2019
Q2 | $1.33M | Buy |
9,490
+4,575
| +93% | +$639K | 0.55% | 57 |
|
2019
Q1 | $546K | Buy |
4,915
+230
| +5% | +$25.6K | 0.23% | 126 |
|
2018
Q4 | $514K | Buy |
4,685
+1,305
| +39% | +$143K | 0.24% | 114 |
|
2018
Q3 | $395K | Buy |
+3,380
| New | +$395K | 0.18% | 135 |
|