Wedgewood Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,300
| Closed | -$294K | – | 28 |
|
|
2023
Q2 | $294K | Buy |
3,300
+250
| +8% | +$22.3K | 0.05% | 30 |
|
|
2023
Q1 | $305K | Hold |
3,050
| – | – | 0.05% | 33 |
|
|
2022
Q4 | $264K | Sell |
3,050
-250
| -8% | -$21.6K | 0.05% | 37 |
|
|
2022
Q3 | $311K | Buy |
3,300
+1,000
| +43% | +$94.2K | 0.06% | 36 |
|
|
2022
Q2 | $217K | Buy |
2,300
+325
| +16% | +$30.7K | 0.04% | 39 |
|
|
2022
Q1 | $270K | Buy |
+1,975
| New | +$270K | 0.04% | 38 |
|