Opus Investment Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,400
| Closed | -$226K | – | 77 |
|
|
2022
Q3 | $226K | Hold |
2,400
| – | – | 0.05% | 92 |
|
|
2022
Q2 | $227K | Hold |
2,400
| – | – | 0.05% | 92 |
|
|
2022
Q1 | $329K | Buy |
+2,400
| New | +$329K | 0.05% | 94 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$29K | – | 98 |
|
|
2019
Q4 | $29K | Hold |
200
| – | – | ﹤0.01% | 103 |
|
|
2019
Q3 | $26K | Buy |
+200
| New | +$26K | ﹤0.01% | 104 |
|