OCM
Objective Capital Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $258K | Buy |
+2,107
| New | +$258K | 0.17% | 111 |
|
|
2023
Q2 | – | Sell |
-2,657
| Closed | -$266K | – | 100 |
|
|
2023
Q1 | $266K | Buy |
+2,657
| New | +$266K | 0.24% | 80 |
|
|
2022
Q3 | – | Sell |
-2,200
| Closed | -$208K | – | 89 |
|
|
2022
Q2 | $208K | Buy |
2,200
+8
| +0.4% | +$756 | 0.21% | 90 |
|
|
2022
Q1 | $301K | Hold |
2,192
| – | – | 0.23% | 89 |
|
|
2021
Q4 | $339K | Buy |
+2,192
| New | +$339K | 0.24% | 80 |
|