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 |
|