MMA Asset Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,195
| Closed | -$146K | – | 152 |
|
|
2024
Q1 | $146K | Buy |
+1,195
| New | +$146K | 0.07% | 126 |
|
|
2021
Q4 | – | Sell |
-1,201
| Closed | -$203K | – | 97 |
|
|
2021
Q3 | $203K | Hold |
1,201
| – | – | 0.16% | 89 |
|
|
2021
Q2 | $211K | Buy |
1,201
+40
| +3% | +$7.03K | 0.16% | 89 |
|
|
2021
Q1 | $214K | Sell |
1,161
-767
| -40% | -$141K | 0.19% | 83 |
|
|
2020
Q4 | $349K | Buy |
+1,928
| New | +$349K | 0.34% | 52 |
|