Spearhead Capital Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.33M | Sell |
14,129
-154,002
| -92% | -$14.5M | 1.44% | 20 |
|
|
2022
Q2 | $15.9M | Buy |
168,131
+21,927
| +15% | +$2.07M | 2.37% | 14 |
|
|
2022
Q1 | $20.1M | Buy |
146,204
+52,448
| +56% | +$7.19M | 2.48% | 13 |
|
|
2021
Q4 | $14.5M | Sell |
93,756
-16,786
| -15% | -$2.6M | 1.75% | 16 |
|
|
2021
Q3 | $18.7M | Buy |
110,542
+25,592
| +30% | +$4.33M | 2.49% | 14 |
|
|
2021
Q2 | $14.9M | Buy |
84,950
+1,223
| +1% | +$215K | 2.03% | 15 |
|
|
2021
Q1 | $15.4M | Sell |
83,727
-16,585
| -17% | -$3.06M | 2.28% | 9 |
|
|
2020
Q4 | $18.2M | Buy |
100,312
+7,104
| +8% | +$1.29M | 2.89% | 6 |
|
|
2020
Q3 | $11.6M | Buy |
93,208
+787
| +0.9% | +$97.6K | 2.21% | 12 |
|
|
2020
Q2 | $10.3M | Sell |
92,421
-213
| -0.2% | -$23.8K | 2.2% | 14 |
|
|
2020
Q1 | $8.95M | Buy |
+92,634
| New | +$8.95M | 2.58% | 7 |
|