CG
Clarus Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,040
| Closed | -$204K | – | 115 |
|
|
2023
Q1 | $204K | Buy |
+2,040
| New | +$204K | 0.19% | 86 |
|
|
2022
Q4 | – | Sell |
-2,133
| Closed | -$201K | – | 93 |
|
|
2022
Q3 | $201K | Hold |
2,133
| – | – | 0.18% | 85 |
|
|
2022
Q2 | $201K | Sell |
2,133
-150
| -7% | -$14.1K | 0.17% | 92 |
|
|
2022
Q1 | $313K | Sell |
2,283
-917
| -29% | -$126K | 0.21% | 74 |
|
|
2021
Q4 | $464K | Sell |
3,200
-152
| -5% | -$22K | 0.31% | 45 |
|
|
2021
Q3 | $567K | Hold |
3,352
| – | – | 0.39% | 35 |
|
|
2021
Q2 | $593K | Buy |
3,352
+500
| +18% | +$88.5K | 0.44% | 32 |
|
|
2021
Q1 | $535K | Hold |
2,852
| – | – | 0.45% | 40 |
|
|
2020
Q4 | $535K | Buy |
+2,852
| New | +$535K | 0.46% | 38 |
|