Guild Investment Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,768
| Closed | -$242K | – | 72 |
|
|
2022
Q1 | $242K | Sell |
1,768
-923
| -34% | -$126K | 0.25% | 62 |
|
|
2021
Q4 | $417K | Buy |
2,691
+750
| +39% | +$116K | 0.42% | 52 |
|
|
2021
Q3 | $328K | Hold |
1,941
| – | – | 0.32% | 54 |
|
|
2021
Q2 | $341K | Buy |
1,941
+18
| +0.9% | +$3.16K | 0.33% | 52 |
|
|
2021
Q1 | $355K | Buy |
+1,923
| New | +$355K | 0.38% | 49 |
|
|
2018
Q1 | – | Sell |
-28,990
| Closed | -$3.12M | – | 25 |
|
|
2017
Q4 | $3.12M | Buy |
+28,990
| New | +$3.12M | 2.92% | 12 |
|