PCM
Pointe Capital Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Sell |
4,323
-2
| -0% | -$248 | 0.28% | 86 |
|
|
2025
Q1 | $427K | Buy |
4,325
+879
| +26% | +$86.8K | 0.25% | 99 |
|
|
2024
Q4 | $384K | Buy |
3,446
+1,101
| +47% | +$123K | 0.22% | 109 |
|
|
2024
Q3 | $226K | Hold |
2,345
| – | – | 0.13% | 149 |
|
|
2024
Q2 | $233K | Buy |
2,345
+42
| +2% | +$4.17K | 0.14% | 137 |
|
|
2024
Q1 | $282K | Buy |
+2,303
| New | +$282K | 0.17% | 127 |
|
|
2023
Q2 | – | Sell |
-220
| Closed | -$22K | – | 210 |
|
|
2023
Q1 | $22K | Buy |
+220
| New | +$22K | 0.02% | 271 |
|
|
2021
Q2 | – | Sell |
-1,087
| Closed | -$201K | – | 148 |
|
|
2021
Q1 | $201K | Buy |
+1,087
| New | +$201K | 0.14% | 137 |
|
|
2017
Q1 | – | Sell |
-5,194
| Closed | -$541K | – | 157 |
|
|
2016
Q4 | $541K | Buy |
+5,194
| New | +$541K | 0.31% | 72 |
|