Nancy E. Dempze’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,680
| Closed | -$354K | – | 98 |
|
|
2024
Q3 | $354K | Buy |
+3,680
| New | +$354K | 0.2% | 82 |
|
|
2023
Q4 | – | Sell |
-9,337
| Closed | -$757K | – | 60 |
|
|
2023
Q3 | $757K | Sell |
9,337
-5,617
| -38% | -$455K | 0.68% | 36 |
|
|
2023
Q2 | $1.34M | Buy |
14,954
+417
| +3% | +$37.2K | 1.14% | 31 |
|
|
2023
Q1 | $1.46M | Sell |
14,537
-1,921
| -12% | -$192K | 1.32% | 28 |
|
|
2022
Q4 | $1.43M | Sell |
16,458
-2,043
| -11% | -$177K | 1.39% | 28 |
|
|
2022
Q3 | $1.75M | Buy |
18,501
+995
| +6% | +$93.9K | 1.86% | 26 |
|
|
2022
Q2 | $1.65M | Sell |
17,506
-3,684
| -17% | -$348K | 1.66% | 25 |
|
|
2022
Q1 | $2.91M | Buy |
21,190
+388
| +2% | +$53.2K | 2.12% | 18 |
|
|
2021
Q4 | $3.22M | Buy |
20,802
+576
| +3% | +$89.2K | 2.17% | 17 |
|
|
2021
Q3 | $3.42M | Buy |
20,226
+58
| +0.3% | +$9.81K | 2.68% | 12 |
|
|
2021
Q2 | $3.55M | Sell |
20,168
-591
| -3% | -$104K | 2.99% | 9 |
|
|
2021
Q1 | $3.83M | Sell |
20,759
-731
| -3% | -$135K | 3.39% | 8 |
|
|
2020
Q4 | $3.89M | Buy |
21,490
+55
| +0.3% | +$9.96K | 3.58% | 6 |
|
|
2020
Q3 | $2.66M | Buy |
21,435
+95
| +0.4% | +$11.8K | 2.7% | 14 |
|
|
2020
Q2 | $2.38M | Buy |
21,340
+269
| +1% | +$30K | 2.66% | 16 |
|
|
2020
Q1 | $2.04M | Buy |
21,071
+280
| +1% | +$27K | 2.74% | 18 |
|
|
2019
Q4 | $3.01M | Buy |
20,791
+454
| +2% | +$65.7K | 3.33% | 8 |
|
|
2019
Q3 | $2.65M | Sell |
20,337
-378
| -2% | -$49.3K | 3.21% | 10 |
|
|
2019
Q2 | $2.89M | Buy |
20,715
+617
| +3% | +$86.1K | 3.32% | 8 |
|
|
2019
Q1 | $2.23M | Buy |
20,098
+6,895
| +52% | +$765K | 2.63% | 18 |
|
|
2018
Q4 | $1.45M | Buy |
13,203
+7,945
| +151% | +$871K | 2.01% | 23 |
|
|
2018
Q3 | $615K | Buy |
5,258
+375
| +8% | +$43.9K | 0.69% | 36 |
|
|
2018
Q2 | $512K | Sell |
4,883
-500
| -9% | -$52.4K | 0.63% | 39 |
|
|
2018
Q1 | $540K | Hold |
5,383
| – | – | 0.67% | 41 |
|
|
2017
Q4 | $579K | Sell |
5,383
-22
| -0.4% | -$2.37K | 0.7% | 38 |
|
|
2017
Q3 | $532K | Sell |
5,405
-1,438
| -21% | -$142K | 0.75% | 39 |
|
|
2017
Q2 | $727K | Sell |
6,843
-125
| -2% | -$13.3K | 1.04% | 36 |
|
|
2017
Q1 | $790K | Sell |
6,968
-150
| -2% | -$17K | 1.21% | 32 |
|
|
2016
Q4 | $741K | Buy |
7,118
+250
| +4% | +$26K | 1.3% | 27 |
|
|
2016
Q3 | $637K | Hold |
6,868
| – | – | 1.12% | 31 |
|
|
2016
Q2 | $672K | Buy |
6,868
+500
| +8% | +$48.9K | 1.2% | 31 |
|
|
2016
Q1 | $633K | Hold |
6,368
| – | – | 1.11% | 32 |
|
|
2015
Q4 | $670K | Buy |
+6,368
| New | +$670K | 1.29% | 27 |
|