Meridiem Investment Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-600
| Closed | -$52.1K | – | 69 |
|
2022
Q4 | $52.1K | Hold |
600
| – | – | ﹤0.01% | 64 |
|
2022
Q3 | $57K | Buy |
+600
| New | +$57K | ﹤0.01% | 66 |
|
2022
Q2 | – | Sell |
-1,250
| Closed | -$171K | – | 72 |
|
2022
Q1 | $171K | Hold |
1,250
| – | – | ﹤0.01% | 55 |
|
2021
Q4 | $194K | Hold |
1,250
| – | – | 0.01% | 51 |
|
2021
Q3 | $211K | Hold |
1,250
| – | – | 0.01% | 51 |
|
2021
Q2 | $220K | Hold |
1,250
| – | – | 0.01% | 48 |
|
2021
Q1 | $231K | Sell |
1,250
-2,040
| -62% | -$377K | 0.01% | 49 |
|
2020
Q4 | $596K | Buy |
+3,290
| New | +$596K | 0.03% | 33 |
|