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Norris Financial Group’s Walt Disney DIS Stock Holding History

Norris Financial Group’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,464
Closed -$227K – 91
2021
Q4 		$227K Sell
1,464
-196
-12% -$31.7K 0.14% 79
2021
Q3 		$281K Hold
1,660
– – 0.19% 71
2021
Q2 		$292K Sell
1,660
-76
-4% -$13.7K 0.2% 71
2021
Q1 		$320K Buy
1,736
+10
+0.6% +$1.84K 0.24% 65
2020
Q4 		$313K Buy
1,726
+100
+6% +$14.4K 0.25% 54
2020
Q3 		$202K Sell
1,626
-211
-11% -$26.4K 0.17% 63
2020
Q2 		$205K Sell
1,837
-431
-19% -$47.6K 0.19% 57
2020
Q1 		$219K Sell
2,268
-6,810
-75% -$861K 0.24% 55
2019
Q4 		$1.31M Buy
+9,078
New +$1.27M 1.21% 21

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