EFG Asset Management (Americas)’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-33,442
Closed -$5.19M 135
2021
Q4
$5.19M Buy
33,442
+5,728
+21% +$889K 0.87% 37
2021
Q3
$4.7M Buy
27,714
+1,613
+6% +$274K 0.84% 40
2021
Q2
$4.6M Buy
26,101
+1,759
+7% +$310K 0.85% 40
2021
Q1
$4.5M Buy
+24,342
New +$4.5M 0.92% 35