FORA Capital’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,396
| Closed | -$904K | – | 432 |
|
|
2024
Q3 | $904K | Buy |
+9,396
| New | +$904K | 0.11% | 221 |
|
|
2024
Q1 | – | Sell |
-29,760
| Closed | -$2.69M | – | 440 |
|
|
2023
Q4 | $2.69M | Buy |
+29,760
| New | +$2.69M | 0.23% | 124 |
|
|
2023
Q3 | – | Sell |
-16,141
| Closed | -$1.44M | – | 489 |
|
|
2023
Q2 | $1.44M | Sell |
16,141
-36,595
| -69% | -$3.27M | 0.2% | 131 |
|
|
2023
Q1 | $5.28M | Buy |
52,736
+17,685
| +50% | +$1.77M | 0.53% | 41 |
|
|
2022
Q4 | $3.05M | Sell |
35,051
-52,036
| -60% | -$4.52M | 0.49% | 52 |
|
|
2022
Q3 | $8.22M | Buy |
87,087
+8,401
| +11% | +$792K | 1.58% | 5 |
|
|
2022
Q2 | $7.43M | Buy |
78,686
+48,350
| +159% | +$4.56M | 1.48% | 4 |
|
|
2022
Q1 | $4.28M | Buy |
30,336
+23,324
| +333% | +$3.29M | 0.77% | 19 |
|
|
2021
Q4 | $1.09M | Buy |
+7,012
| New | +$1.09M | 0.42% | 67 |
|
|
2021
Q2 | – | Sell |
-153
| Closed | -$28K | – | 930 |
|
|
2021
Q1 | $28K | Buy |
+153
| New | +$28K | 0.01% | 641 |
|
|
2020
Q4 | – | Sell |
-12,913
| Closed | -$1.6M | – | 962 |
|
|
2020
Q3 | $1.6M | Buy |
12,913
+4,488
| +53% | +$557K | 1.05% | 14 |
|
|
2020
Q2 | $939K | Sell |
8,425
-64,027
| -88% | -$7.14M | 0.32% | 73 |
|
|
2020
Q1 | $7M | Sell |
72,452
-64,603
| -47% | -$6.24M | 1.51% | 4 |
|
|
2019
Q4 | $19.8M | Buy |
+137,055
| New | +$19.8M | 2% | 3 |
|