JSMC
Jess S. Morgan & Co’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-25,955
| Closed | -$3.56M | – | 42 |
|
|
2022
Q1 | $3.56M | Sell |
25,955
-1,335
| -5% | -$183K | 2.59% | 25 |
|
|
2021
Q4 | $4.23M | Buy |
27,290
+2,420
| +10% | +$375K | 2.6% | 23 |
|
|
2021
Q3 | $4.21M | Buy |
24,870
+2,165
| +10% | +$366K | 2.78% | 21 |
|
|
2021
Q2 | $3.99M | Buy |
22,705
+2,120
| +10% | +$373K | 2.62% | 27 |
|
|
2021
Q1 | $3.8M | Sell |
20,585
-835
| -4% | -$154K | 2.66% | 17 |
|
|
2020
Q4 | $3.88M | Buy |
21,420
+2,035
| +10% | +$369K | 3.09% | 10 |
|
|
2020
Q3 | $2.41M | Buy |
19,385
+147
| +0.8% | +$18.2K | 2.4% | 29 |
|
|
2020
Q2 | $2.15M | Sell |
19,238
-1,861
| -9% | -$207K | 2.33% | 29 |
|
|
2020
Q1 | $2.04M | Buy |
21,099
+4,371
| +26% | +$422K | 2.65% | 26 |
|
|
2019
Q4 | $2.42M | Buy |
+16,728
| New | +$2.42M | 2.37% | 29 |
|