TAM
Tucker Asset Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $135K | Sell |
1,212
-18
| -1% | -$2K | 0.01% | 196 |
|
|
2024
Q3 | $118K | Sell |
1,230
-429
| -26% | -$41.3K | 0.03% | 207 |
|
|
2024
Q2 | $165K | Buy |
1,659
+131
| +9% | +$13K | 0.04% | 181 |
|
|
2024
Q1 | $187K | Buy |
1,528
+90
| +6% | +$11K | 0.04% | 184 |
|
|
2023
Q4 | $130K | Sell |
1,438
-158
| -10% | -$14.3K | 0.03% | 183 |
|
|
2023
Q3 | $129K | Buy |
1,596
+31
| +2% | +$2.51K | 0.03% | 183 |
|
|
2023
Q2 | $140K | Buy |
1,565
+100
| +7% | +$8.93K | 0.04% | 137 |
|
|
2023
Q1 | $147K | Buy |
1,465
+213
| +17% | +$21.3K | 0.04% | 107 |
|
|
2022
Q4 | $109K | Hold |
1,252
| – | – | 0.04% | 93 |
|
|
2022
Q3 | $133K | Buy |
1,252
+115
| +10% | +$12.3K | 0.04% | 61 |
|
|
2022
Q2 | $107K | Hold |
1,137
| – | – | 0.03% | 39 |
|
|
2022
Q1 | $156K | Buy |
1,137
+109
| +11% | +$15K | 0.05% | 28 |
|
|
2021
Q4 | $160K | Buy |
1,028
+28
| +3% | +$4.37K | 0.05% | 22 |
|
|
2021
Q3 | $169K | Buy |
1,000
+150
| +18% | +$25.4K | 0.06% | 23 |
|
|
2021
Q2 | $149K | Hold |
850
| – | – | 0.07% | 24 |
|
|
2021
Q1 | $157K | Sell |
850
-307
| -27% | -$56.6K | 0.08% | 28 |
|
|
2020
Q4 | $210K | Buy |
+1,157
| New | +$210K | 0.13% | 23 |
|