PIM
Plato Investment Management’s Walt Disney DIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.51M | Buy |
60,801
+14,541
| +31% | +$1.8M | 0.56% | 31 |
|
2025
Q1 | $4.62M | Sell |
46,260
-7,003
| -13% | -$699K | 0.39% | 56 |
|
2024
Q4 | $5.95M | Buy |
53,263
+4,972
| +10% | +$556K | 0.44% | 43 |
|
2024
Q3 | $4.64M | Hold |
48,291
| – | – | 0.38% | 56 |
|
2024
Q2 | $4.79M | Buy |
48,291
+5,746
| +14% | +$571K | 0.45% | 44 |
|
2024
Q1 | $5.21M | Buy |
42,545
+39,269
| +1,199% | +$4.8M | 0.54% | 34 |
|
2023
Q4 | $296K | Buy |
+3,276
| New | +$296K | 0.36% | 73 |
|