Enlightenment Research’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-17,900
| Closed | -$1.69M | – | 24 |
|
|
2022
Q3 | $1.69M | Buy |
17,900
+13,100
| +273% | +$1.24M | 3.74% | 3 |
|
|
2022
Q2 | $453K | Sell |
4,800
-10,389
| -68% | -$980K | 0.97% | 32 |
|
|
2022
Q1 | $2.08M | Buy |
+15,189
| New | +$2.08M | 2.77% | 5 |
|
|
2021
Q4 | – | Sell |
-4,800
| Closed | -$812K | – | 145 |
|
|
2021
Q3 | $812K | Buy |
+4,800
| New | +$812K | 0.99% | 34 |
|
|
2021
Q2 | – | Sell |
-9,200
| Closed | -$1.7M | – | 152 |
|
|
2021
Q1 | $1.7M | Buy |
9,200
+4,300
| +88% | +$794K | 2.04% | 8 |
|
|
2020
Q4 | $888K | Sell |
4,900
-6,400
| -57% | -$1.16M | 1.25% | 23 |
|
|
2020
Q3 | $1.4M | Buy |
+11,300
| New | +$1.4M | 4.14% | 3 |
|
|
2020
Q2 | – | Sell |
-3,914
| Closed | -$460K | – | 124 |
|
|
2020
Q1 | $460K | Buy |
3,914
+414
| +12% | +$48.7K | 0.49% | 49 |
|
|
2019
Q4 | $506K | Buy |
+3,500
| New | +$506K | 2.37% | 12 |
|
|
2019
Q3 | – | Sell |
-16,200
| Closed | -$2.22M | – | 144 |
|
|
2019
Q2 | $2.22M | Buy |
+16,200
| New | +$2.22M | 1.13% | 14 |
|