Private Capital Management (Florida)’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,552
| Closed | -$228K | – | 134 |
|
|
2023
Q2 | $228K | Buy |
+2,552
| New | +$228K | 0.03% | 121 |
|
|
2023
Q1 | – | Sell |
-6,006
| Closed | -$522K | – | 116 |
|
|
2022
Q4 | $522K | Buy |
6,006
+3,131
| +109% | +$272K | 0.07% | 56 |
|
|
2022
Q3 | $271K | Sell |
2,875
-1,515
| -35% | -$143K | 0.04% | 91 |
|
|
2022
Q2 | $414K | Buy |
4,390
+769
| +21% | +$72.5K | 0.06% | 56 |
|
|
2022
Q1 | $497K | Buy |
+3,621
| New | +$497K | 0.07% | 50 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 46 |
|