Talbot Financial’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-76,632
| Closed | -$7.61M | – | 63 |
|
|
2024
Q2 | $7.61M | Buy |
76,632
+3,984
| +5% | +$396K | 0.98% | 39 |
|
|
2024
Q1 | $8.89M | Buy |
72,648
+4,474
| +7% | +$547K | 1.19% | 35 |
|
|
2023
Q4 | $6.16M | Buy |
68,174
+1,904
| +3% | +$172K | 0.93% | 41 |
|
|
2023
Q3 | $5.37M | Buy |
66,270
+6,870
| +12% | +$557K | 0.94% | 41 |
|
|
2023
Q2 | $5.3M | Buy |
59,400
+2,378
| +4% | +$212K | 0.9% | 43 |
|
|
2023
Q1 | $5.71M | Buy |
57,022
+3,681
| +7% | +$369K | 1.06% | 37 |
|
|
2022
Q4 | $4.63M | Buy |
+53,341
| New | +$4.63M | 0.95% | 39 |
|