North Point Portfolio Managers’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,481
Closed -$203K 75
2022
Q1
$203K Hold
1,481
0.03% 74
2021
Q4
$229K Hold
1,481
0.03% 75
2021
Q3
$251K Hold
1,481
0.04% 66
2021
Q2
$260K Hold
1,481
0.04% 68
2021
Q1
$273K Hold
1,481
0.04% 66
2020
Q4
$268K Buy
+1,481
New +$268K 0.04% 59