HAM
Harmony Asset Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,939
| Closed | -$668K | – | 160 |
|
|
2024
Q3 | $668K | Buy |
6,939
+3,787
| +120% | +$364K | 0.25% | 84 |
|
|
2024
Q2 | $313K | Sell |
3,152
-72
| -2% | -$7.15K | 0.13% | 124 |
|
|
2024
Q1 | $394K | Sell |
3,224
-4,897
| -60% | -$599K | 0.16% | 104 |
|
|
2023
Q4 | $733K | Buy |
+8,121
| New | +$733K | 0.31% | 78 |
|