Karn Couzens & Associates’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $620K | Sell |
4,522
-149
| -3% | -$20.4K | 0.39% | 38 |
|
2021
Q4 | $723K | Buy |
4,671
+1,496
| +47% | +$232K | 0.5% | 29 |
|
2021
Q3 | $537K | Hold |
3,175
| – | – | 0.41% | 34 |
|
2021
Q2 | $558K | Hold |
3,175
| – | – | 0.43% | 32 |
|
2021
Q1 | $586K | Sell |
3,175
-150
| -5% | -$27.7K | 0.53% | 31 |
|
2020
Q4 | $602K | Buy |
+3,325
| New | +$602K | 0.57% | 29 |
|