Planning Capital Management Corporation’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$387K Sell
4,027
-452
-10% -$43.5K 0.26% 58
2024
Q2
$445K Buy
4,479
+110
+3% +$10.9K 0.31% 55
2024
Q1
$535K Sell
4,369
-66
-1% -$8.08K 0.39% 45
2023
Q4
$400K Buy
+4,435
New +$400K 0.31% 51