Morgan Dempsey Capital 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 |
-225
| Closed | -$19.5K | – | 103 |
|
|
2022
Q4 | $19.5K | Buy |
+225
| New | +$19.5K | 0.01% | 77 |
|
|
2014
Q4 | – | Sell |
-275
| Closed | -$24K | – | 158 |
|
|
2014
Q3 | $24K | Sell |
275
-365
| -57% | -$31.9K | 0.01% | 160 |
|
|
2014
Q2 | $55K | Hold |
640
| – | – | 0.01% | 150 |
|
|
2014
Q1 | $51K | Sell |
640
-205
| -24% | -$16.3K | 0.01% | 153 |
|
|
2013
Q4 | $65K | Hold |
845
| – | – | 0.02% | 155 |
|
|
2013
Q3 | $54K | Sell |
845
-2,400
| -74% | -$153K | 0.02% | 157 |
|
|
2013
Q2 | $205K | Buy |
+3,245
| New | +$205K | 0.08% | 125 |
|