Michael J. Puzo’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,735
| Closed | -$951K | – | 76 |
|
|
2023
Q3 | $951K | Sell |
11,735
-21,113
| -64% | -$1.71M | 0.32% | 46 |
|
|
2023
Q2 | $2.93M | Buy |
32,848
+448
| +1% | +$40K | 0.93% | 34 |
|
|
2023
Q1 | $3.24M | Buy |
32,400
+18,841
| +139% | +$1.89M | 1.08% | 34 |
|
|
2022
Q4 | $1.18M | Sell |
13,559
-33,682
| -71% | -$2.93M | 0.43% | 41 |
|
|
2022
Q3 | $4.46M | Buy |
47,241
+713
| +2% | +$67.3K | 1.69% | 27 |
|
|
2022
Q2 | $4.39M | Buy |
46,528
+395
| +0.9% | +$37.3K | 1.56% | 25 |
|
|
2022
Q1 | $6.33M | Buy |
46,133
+677
| +1% | +$92.8K | 1.9% | 23 |
|
|
2021
Q4 | $7.04M | Buy |
45,456
+1,490
| +3% | +$231K | 1.99% | 21 |
|
|
2021
Q3 | $7.44M | Buy |
43,966
+180
| +0.4% | +$30.4K | 2.36% | 18 |
|
|
2021
Q2 | $7.7M | Sell |
43,786
-595
| -1% | -$105K | 2.39% | 17 |
|
|
2021
Q1 | $8.19M | Sell |
44,381
-63
| -0.1% | -$11.6K | 2.61% | 16 |
|
|
2020
Q4 | $8.05M | Buy |
44,444
+75
| +0.2% | +$13.6K | 2.63% | 17 |
|
|
2020
Q3 | $5.51M | Buy |
44,369
+230
| +0.5% | +$28.5K | 1.96% | 23 |
|
|
2020
Q2 | $4.92M | Buy |
44,139
+936
| +2% | +$104K | 1.84% | 23 |
|
|
2020
Q1 | $4.17M | Buy |
43,203
+2,510
| +6% | +$242K | 1.84% | 23 |
|
|
2019
Q4 | $5.89M | Buy |
40,693
+562
| +1% | +$81.3K | 2.11% | 20 |
|
|
2019
Q3 | $5.23M | Buy |
40,131
+2,238
| +6% | +$292K | 1.97% | 21 |
|
|
2019
Q2 | $5.29M | Buy |
37,893
+6,692
| +21% | +$935K | 1.97% | 23 |
|
|
2019
Q1 | $3.47M | Buy |
31,201
+9,591
| +44% | +$1.07M | 1.35% | 29 |
|
|
2018
Q4 | $2.37M | Buy |
21,610
+17,285
| +400% | +$1.89M | 1.05% | 33 |
|
|
2018
Q3 | $507K | Buy |
+4,325
| New | +$507K | 0.19% | 60 |
|
|
2015
Q4 | – | Sell |
-360
| Closed | -$37K | – | 83 |
|
|
2015
Q3 | $37K | Hold |
360
| – | – | 0.03% | 104 |
|
|
2015
Q2 | $41K | Hold |
360
| – | – | 0.03% | 107 |
|
|
2015
Q1 | $38K | Buy |
+360
| New | +$38K | 0.02% | 114 |
|