MAM
McCarthy Asset Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,829
| Closed | -$251K | – | 107 |
|
|
2022
Q1 | $251K | Hold |
1,829
| – | – | 0.17% | 31 |
|
|
2021
Q4 | $283K | Buy |
1,829
+1
| +0.1% | +$155 | 0.19% | 28 |
|
|
2021
Q3 | $309K | Sell |
1,828
-162
| -8% | -$27.4K | 0.23% | 28 |
|
|
2021
Q2 | $350K | Buy |
1,990
+82
| +4% | +$14.4K | 0.25% | 26 |
|
|
2021
Q1 | $352K | Buy |
1,908
+26
| +1% | +$4.8K | 0.28% | 26 |
|
|
2020
Q4 | $341K | Buy |
+1,882
| New | +$341K | 0.28% | 25 |
|