Pennsylvania Capital Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $221K | Sell |
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|
2024
Q1 | $276K | Sell |
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|
2023
Q4 | $219K | Sell |
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|
2023
Q3 | $223K | Buy |
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|
2023
Q2 | $211K | Buy |
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|
2023
Q1 | $234K | Buy |
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|
2022
Q4 | $215K | Sell |
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|
2022
Q3 | $244K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $294K | Sell |
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|
2021
Q4 | $1.26M | Buy |
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|
2021
Q3 | $361K | Hold |
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|
2021
Q2 | $377K | Hold |
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|
2021
Q1 | $393K | Hold |
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|
2020
Q4 | $376K | Hold |
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|
2020
Q3 | $263K | Sell |
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|
2020
Q2 | $2.49M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $306K | Buy |
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