Coombe, Bender & Co’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$182K Sell
1,834
-123
-6% -$12.2K 0.11% 73
2024
Q1
$240K Buy
1,957
+69
+4% +$8.45K 0.15% 65
2023
Q4
$171K Buy
+1,888
New +$171K 0.11% 78
2023
Q3
Sell
-1,903
Closed -$170K 69
2023
Q2
$170K Sell
1,903
-26
-1% -$2.32K 0.12% 70
2023
Q1
$193K Buy
1,929
+57
+3% +$5.71K 0.15% 70
2022
Q4
$163K Buy
+1,872
New +$163K 0.15% 67