SL
Sentry LLC’s Walt Disney DIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $480K | Hold |
3,869
| – | – | 0.1% | 75 |
|
2025
Q1 | $382K | Hold |
3,869
| – | – | 0.07% | 82 |
|
2024
Q4 | $431K | Sell |
3,869
-450
| -10% | -$50.1K | 0.08% | 72 |
|
2024
Q3 | $415K | Hold |
4,319
| – | – | 0.08% | 77 |
|
2024
Q2 | $429K | Hold |
4,319
| – | – | 0.08% | 75 |
|
2024
Q1 | $528K | Sell |
4,319
-10
| -0.2% | -$1.22K | 0.1% | 67 |
|
2023
Q4 | $391K | Sell |
4,329
-1,260
| -23% | -$114K | 0.08% | 77 |
|
2023
Q3 | $453K | Sell |
5,589
-325
| -5% | -$26.3K | 0.1% | 70 |
|
2023
Q2 | $528K | Hold |
5,914
| – | – | 0.11% | 66 |
|
2023
Q1 | $592K | Buy |
+5,914
| New | +$592K | 0.14% | 60 |
|