TCM
TruNorth Capital Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121K | Sell |
979
-1,069
| -52% | -$133K | 0.03% | 106 |
|
|
2025
Q1 | $202K | Buy |
2,048
+931
| +83% | +$91.9K | 0.05% | 98 |
|
|
2024
Q4 | $124K | Buy |
1,117
+117
| +12% | +$13K | 0.03% | 94 |
|
|
2024
Q3 | $96.2K | Sell |
1,000
-14
| -1% | -$1.35K | 0.03% | 98 |
|
|
2024
Q2 | $101K | Buy |
1,014
+3
| +0.3% | +$298 | 0.03% | 90 |
|
|
2024
Q1 | $124K | Buy |
+1,011
| New | +$124K | 0.04% | 74 |
|