Epic Trust Investment 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 | – | Sell |
-3,320
| Closed | -$296K | – | 94 |
|
|
2023
Q2 | $296K | Sell |
3,320
-1,123
| -25% | -$100K | 0.42% | 61 |
|
|
2023
Q1 | $445K | Sell |
4,443
-451
| -9% | -$45.2K | 0.54% | 50 |
|
|
2022
Q4 | $425K | Sell |
4,894
-999
| -17% | -$86.8K | 0.64% | 51 |
|
|
2022
Q3 | $556K | Buy |
+5,893
| New | +$556K | 0.77% | 34 |
|
|
2022
Q2 | – | Sell |
-1,696
| Closed | -$233K | – | 75 |
|
|
2022
Q1 | $233K | Buy |
+1,696
| New | +$233K | 0.36% | 63 |
|