EFG Asset Management’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 | – | Sell |
-12,092
| Closed | -$1.48M | – | 198 |
|
|
2024
Q1 | $1.48M | Sell |
12,092
-64
| -0.5% | -$7.83K | 0.26% | 158 |
|
|
2023
Q4 | $1.1M | Buy |
12,156
+7,131
| +142% | +$644K | 0.21% | 168 |
|
|
2023
Q3 | $407K | Sell |
5,025
-3,242
| -39% | -$263K | 0.1% | 189 |
|
|
2023
Q2 | $738K | Sell |
8,267
-471
| -5% | -$42K | 0.16% | 179 |
|
|
2023
Q1 | $874K | Sell |
8,738
-1,493
| -15% | -$149K | 0.19% | 159 |
|
|
2022
Q4 | $892K | Sell |
10,231
-200
| -2% | -$17.4K | 0.2% | 161 |
|
|
2022
Q3 | $985K | Buy |
10,431
+941
| +10% | +$88.9K | 0.23% | 143 |
|
|
2022
Q2 | $897K | Buy |
9,490
+692
| +8% | +$65.4K | 0.19% | 152 |
|
|
2022
Q1 | $1.21M | Buy |
+8,798
| New | +$1.21M | 0.18% | 155 |
|