Menard Financial Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-52
| Closed | -$5.79K | – | 151 |
|
|
2024
Q4 | $5.79K | Buy |
+52
| New | +$5.79K | ﹤0.01% | 245 |
|
|
2022
Q3 | – | Sell |
-3,925
| Closed | -$371K | – | 91 |
|
|
2022
Q2 | $371K | Sell |
3,925
-3,726
| -49% | -$352K | 0.61% | 50 |
|
|
2022
Q1 | $1.05M | Buy |
7,651
+1,516
| +25% | +$208K | 1.03% | 21 |
|
|
2021
Q4 | $950K | Sell |
6,135
-968
| -14% | -$150K | 0.78% | 27 |
|
|
2021
Q3 | $1.2M | Buy |
7,103
+747
| +12% | +$126K | 1.05% | 18 |
|
|
2021
Q2 | $1.12M | Buy |
6,356
+782
| +14% | +$137K | 1.06% | 20 |
|
|
2021
Q1 | $1.03M | Buy |
5,574
+336
| +6% | +$62K | 1.11% | 22 |
|
|
2020
Q4 | $949K | Buy |
5,238
+231
| +5% | +$41.9K | 1.02% | 24 |
|
|
2020
Q3 | $621K | Buy |
5,007
+746
| +18% | +$92.5K | 0.72% | 33 |
|
|
2020
Q2 | $475K | Buy |
+4,261
| New | +$475K | 0.59% | 36 |
|
|
2020
Q1 | – | Sell |
-5,091
| Closed | -$736K | – | 50 |
|
|
2019
Q4 | $736K | Buy |
+5,091
| New | +$736K | 0.71% | 45 |
|