Washburn 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,046
| Closed | -$281K | – | 54 |
|
|
2022
Q1 | $281K | Buy |
2,046
+195
| +11% | +$26.8K | 0.18% | 54 |
|
|
2021
Q4 | $287K | Buy |
1,851
+307
| +20% | +$47.6K | 0.17% | 47 |
|
|
2021
Q3 | $261K | Sell |
1,544
-85
| -5% | -$14.4K | 0.17% | 51 |
|
|
2021
Q2 | $286K | Sell |
1,629
-75
| -4% | -$13.2K | 0.19% | 49 |
|
|
2021
Q1 | $314K | Buy |
1,704
+130
| +8% | +$24K | 0.21% | 54 |
|
|
2020
Q4 | $285K | Buy |
+1,574
| New | +$285K | 0.2% | 52 |
|
|
2020
Q2 | – | Sell |
-2,831
| Closed | -$273K | – | 52 |
|
|
2020
Q1 | $273K | Sell |
2,831
-47
| -2% | -$4.53K | 0.37% | 34 |
|
|
2019
Q4 | $416K | Buy |
+2,878
| New | +$416K | 0.38% | 29 |
|