SIC
SJS Investment Consulting’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
1,838
-557
| -23% | -$69.1K | 0.04% | 91 |
|
|
2025
Q1 | $236K | Sell |
2,395
-163
| -6% | -$16.1K | 0.04% | 87 |
|
|
2024
Q4 | $285K | Buy |
2,558
+204
| +9% | +$22.7K | 0.05% | 71 |
|
|
2024
Q3 | $226K | Buy |
2,354
+76
| +3% | +$7.31K | 0.04% | 86 |
|
|
2024
Q2 | $226K | Buy |
2,278
+3
| +0.1% | +$298 | 0.04% | 80 |
|
|
2024
Q1 | $278K | Sell |
2,275
-13
| -0.6% | -$1.59K | 0.06% | 73 |
|
|
2023
Q4 | $207K | Buy |
2,288
+147
| +7% | +$13.3K | 0.05% | 83 |
|
|
2023
Q3 | $174K | Buy |
2,141
+24
| +1% | +$1.95K | 0.04% | 84 |
|
|
2023
Q2 | $189K | Sell |
2,117
-24
| -1% | -$2.14K | 0.05% | 84 |
|
|
2023
Q1 | $214K | Buy |
2,141
+11
| +0.5% | +$1.1K | 0.06% | 70 |
|
|
2022
Q4 | $185K | Sell |
2,130
-321
| -13% | -$27.9K | 0.06% | 76 |
|
|
2022
Q3 | $232K | Buy |
+2,451
| New | +$232K | 0.08% | 64 |
|
|
2022
Q1 | $242K | Buy |
1,764
+112
| +7% | +$15.4K | 0.07% | 80 |
|
|
2021
Q4 | $256K | Buy |
+1,652
| New | +$256K | 0.08% | 77 |
|