PDM
Penn Davis McFarland’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
+1,766
| New | +$219K | 0.02% | 75 |
|
|
2025
Q1 | – | Sell |
-1,921
| Closed | -$214K | – | 79 |
|
|
2024
Q4 | $214K | Buy |
+1,921
| New | +$214K | 0.02% | 81 |
|
|
2023
Q3 | – | Sell |
-2,474
| Closed | -$221K | – | 47 |
|
|
2023
Q2 | $221K | Buy |
+2,474
| New | +$221K | 0.04% | 43 |
|