Shoker Investment Counsel’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,660
| Closed | -$202K | – | 100 |
|
|
2024
Q1 | $202K | Buy |
+1,660
| New | +$202K | 0.07% | 97 |
|
|
2021
Q3 | – | Sell |
-1,232
| Closed | -$216K | – | 97 |
|
|
2021
Q2 | $216K | Buy |
1,232
+78
| +7% | +$13.7K | 0.11% | 91 |
|
|
2021
Q1 | $213K | Hold |
1,154
| – | – | 0.11% | 87 |
|
|
2020
Q4 | $209K | Buy |
+1,154
| New | +$209K | 0.12% | 86 |
|