Column Capital Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $339K | Buy |
4,181
+613
| +17% | +$49.7K | 0.05% | 104 |
|
|
2023
Q2 | $319K | Buy |
3,568
+224
| +7% | +$20K | 0.04% | 103 |
|
|
2023
Q1 | $335K | Buy |
3,344
+92
| +3% | +$9.21K | 0.05% | 97 |
|
|
2022
Q4 | $283K | Buy |
3,252
+148
| +5% | +$12.9K | 0.05% | 94 |
|
|
2022
Q3 | $293K | Buy |
3,104
+194
| +7% | +$18.3K | 0.06% | 86 |
|
|
2022
Q2 | $275K | Buy |
2,910
+171
| +6% | +$16.2K | 0.05% | 86 |
|
|
2022
Q1 | $376K | Buy |
2,739
+62
| +2% | +$8.51K | 0.07% | 82 |
|
|
2021
Q4 | $415K | Buy |
2,677
+82
| +3% | +$12.7K | 0.08% | 81 |
|
|
2021
Q3 | $439K | Buy |
2,595
+45
| +2% | +$7.61K | 0.09% | 75 |
|
|
2021
Q2 | $448K | Buy |
2,550
+230
| +10% | +$40.4K | 0.09% | 72 |
|
|
2021
Q1 | $428K | Buy |
2,320
+25
| +1% | +$4.61K | 0.1% | 73 |
|
|
2020
Q4 | $416K | Buy |
2,295
+283
| +14% | +$51.3K | 0.1% | 65 |
|
|
2020
Q3 | $250K | Sell |
2,012
-354
| -15% | -$44K | 0.08% | 77 |
|
|
2020
Q2 | $263K | Buy |
2,366
+337
| +17% | +$37.5K | 0.09% | 72 |
|
|
2020
Q1 | $196K | Sell |
2,029
-81
| -4% | -$7.83K | 0.08% | 73 |
|
|
2019
Q4 | $305K | Buy |
+2,110
| New | +$305K | 0.16% | 62 |
|