Verity Asset Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $698K | Buy |
5,088
+128
| +3% | +$17.6K | 0.44% | 70 |
|
|
2021
Q4 | $768K | Buy |
4,960
+614
| +14% | +$95.1K | 0.45% | 61 |
|
|
2021
Q3 | $735K | Buy |
4,346
+233
| +6% | +$39.4K | 0.48% | 59 |
|
|
2021
Q2 | $723K | Buy |
4,113
+277
| +7% | +$48.7K | 0.4% | 68 |
|
|
2021
Q1 | $708K | Buy |
3,836
+156
| +4% | +$28.8K | 0.42% | 66 |
|
|
2020
Q4 | $667K | Buy |
3,680
+154
| +4% | +$27.9K | 0.47% | 51 |
|
|
2020
Q3 | $438K | Sell |
3,526
-116
| -3% | -$14.4K | 0.33% | 77 |
|
|
2020
Q2 | $383K | Buy |
3,642
+87
| +2% | +$9.15K | 0.35% | 71 |
|
|
2020
Q1 | $343K | Sell |
3,555
-213
| -6% | -$20.6K | 0.43% | 72 |
|
|
2019
Q4 | $545K | Buy |
+3,768
| New | +$545K | 0.54% | 59 |
|
|
2016
Q3 | – | Sell |
-6,961
| Closed | -$681K | – | 119 |
|
|
2016
Q2 | $681K | Sell |
6,961
-6,465
| -48% | -$632K | 0.67% | 38 |
|
|
2016
Q1 | $1.33M | Buy |
+13,426
| New | +$1.33M | 1.51% | 30 |
|