Merrion 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,353
| Closed | -$1.01M | – | 93 |
|
|
2022
Q1 | $1.01M | Sell |
7,353
-344
| -4% | -$47.2K | 0.74% | 30 |
|
|
2021
Q4 | $1.19M | Hold |
7,697
| – | – | 0.87% | 27 |
|
|
2021
Q3 | $1.3M | Buy |
7,697
+136
| +2% | +$23K | 0.99% | 22 |
|
|
2021
Q2 | $1.33M | Hold |
7,561
| – | – | 1.01% | 23 |
|
|
2021
Q1 | $1.4M | Sell |
7,561
-44
| -0.6% | -$8.12K | 1.16% | 21 |
|
|
2020
Q4 | $1.38M | Buy |
+7,605
| New | +$1.38M | 1.17% | 19 |
|