SDAM
Shulman DeMeo Asset Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
9,285
-434
| -4% | -$53.8K | 0.29% | 29 |
|
|
2025
Q1 | $959K | Buy |
9,719
+6,085
| +167% | +$601K | 0.27% | 30 |
|
|
2024
Q4 | $405K | Sell |
3,634
-151
| -4% | -$16.8K | 0.11% | 75 |
|
|
2024
Q3 | $364K | Sell |
3,785
-12
| -0.3% | -$1.15K | 0.09% | 88 |
|
|
2024
Q2 | $377K | Sell |
3,797
-20
| -0.5% | -$1.99K | 0.1% | 85 |
|
|
2024
Q1 | $467K | Sell |
3,817
-250
| -6% | -$30.6K | 0.12% | 73 |
|
|
2023
Q4 | $367K | Sell |
4,067
-403
| -9% | -$36.4K | 0.1% | 85 |
|
|
2023
Q3 | $362K | Sell |
4,470
-543
| -11% | -$44K | 0.12% | 81 |
|
|
2023
Q2 | $448K | Sell |
5,013
-76
| -1% | -$6.79K | 0.13% | 66 |
|
|
2023
Q1 | $510K | Sell |
5,089
-22
| -0.4% | -$2.2K | 0.16% | 58 |
|
|
2022
Q4 | $444K | Sell |
5,111
-550
| -10% | -$47.8K | 0.15% | 70 |
|
|
2022
Q3 | $534K | Sell |
5,661
-319
| -5% | -$30.1K | 0.19% | 55 |
|
|
2022
Q2 | $564K | Buy |
5,980
+470
| +9% | +$44.3K | 0.19% | 52 |
|
|
2022
Q1 | $756K | Sell |
5,510
-6
| -0.1% | -$823 | 0.21% | 45 |
|
|
2021
Q4 | $854K | Buy |
5,516
+19
| +0.3% | +$2.94K | 0.22% | 43 |
|
|
2021
Q3 | $930K | Buy |
+5,497
| New | +$930K | 0.81% | 24 |
|
|
2021
Q2 | – | Sell |
-5,469
| Closed | -$1.01M | – | 80 |
|
|
2021
Q1 | $1.01M | Sell |
5,469
-1,302
| -19% | -$240K | 0.28% | 43 |
|
|
2020
Q4 | $1.23M | Buy |
6,771
+581
| +9% | +$105K | 0.35% | 34 |
|
|
2020
Q3 | $768K | Buy |
6,190
+308
| +5% | +$38.2K | 0.26% | 43 |
|
|
2020
Q2 | $656K | Buy |
5,882
+129
| +2% | +$14.4K | 0.25% | 46 |
|
|
2020
Q1 | $556K | Buy |
5,753
+926
| +19% | +$89.5K | 0.26% | 43 |
|
|
2019
Q4 | $698K | Buy |
4,827
+15
| +0.3% | +$2.17K | 0.24% | 43 |
|
|
2019
Q3 | $627K | Buy |
4,812
+1,282
| +36% | +$167K | 0.21% | 50 |
|
|
2019
Q2 | $493K | Hold |
3,530
| – | – | 0.18% | 58 |
|
|
2019
Q1 | $392K | Buy |
+3,530
| New | +$392K | 0.15% | 70 |
|