Sustainable Insight Capital Management’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 |
-3,600
| Closed | -$440K | – | 80 |
|
|
2024
Q1 | $440K | Buy |
+3,600
| New | +$440K | 0.32% | 40 |
|
|
2023
Q2 | – | Sell |
-2,594
| Closed | -$260K | – | 68 |
|
|
2023
Q1 | $260K | Buy |
2,594
+200
| +8% | +$20K | 0.26% | 68 |
|
|
2022
Q4 | $208K | Buy |
+2,394
| New | +$208K | 0.23% | 97 |
|
|
2022
Q3 | – | Sell |
-2,352
| Closed | -$241K | – | 111 |
|
|
2022
Q2 | $241K | Buy |
2,352
+200
| +9% | +$20.5K | 0.24% | 94 |
|
|
2022
Q1 | $295K | Buy |
2,152
+454
| +27% | +$62.2K | 0.21% | 80 |
|
|
2021
Q4 | $263K | Sell |
1,698
-693
| -29% | -$107K | 0.14% | 93 |
|
|
2021
Q3 | $404K | Buy |
2,391
+17
| +0.7% | +$2.87K | 0.26% | 57 |
|
|
2021
Q2 | $417K | Sell |
2,374
-17
| -0.7% | -$2.99K | 0.25% | 71 |
|
|
2021
Q1 | $441K | Sell |
2,391
-221
| -8% | -$40.8K | 0.29% | 59 |
|
|
2020
Q4 | $473K | Buy |
+2,612
| New | +$473K | 0.32% | 54 |
|
|
2018
Q2 | – | Sell |
-15,500
| Closed | -$1.56M | – | 78 |
|
|
2018
Q1 | $1.56M | Sell |
15,500
-74,400
| -83% | -$7.47M | 0.62% | 31 |
|
|
2017
Q4 | $9.67M | Buy |
89,900
+27,400
| +44% | +$2.95M | 3.66% | 13 |
|
|
2017
Q3 | $6.16M | Buy |
+62,500
| New | +$6.16M | 2.78% | 14 |
|