WCAMG
Woodard & Company Asset Management Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,255
| Closed | -$659K | – | 116 |
|
|
2021
Q4 | $659K | Sell |
4,255
-625
| -13% | -$96.8K | 0.31% | 48 |
|
|
2021
Q3 | $826K | Buy |
+4,880
| New | +$826K | 0.51% | 34 |
|
|
2020
Q2 | – | Sell |
-9,181
| Closed | -$887K | – | 92 |
|
|
2020
Q1 | $887K | Buy |
9,181
+1,964
| +27% | +$190K | 0.64% | 25 |
|
|
2019
Q4 | $1.04M | Buy |
7,217
+653
| +10% | +$94.5K | 0.63% | 29 |
|
|
2019
Q3 | $855K | Buy |
+6,564
| New | +$855K | 0.54% | 29 |
|
|
2018
Q4 | – | Sell |
-71
| Closed | -$10K | – | 71 |
|
|
2018
Q3 | $10K | Buy |
71
+51
| +255% | +$7.18K | 0.01% | 157 |
|
|
2018
Q2 | $2.1K | Hold |
20
| – | – | ﹤0.01% | 193 |
|
|
2018
Q1 | $4K | Sell |
20
-300
| -94% | -$60K | ﹤0.01% | 182 |
|
|
2017
Q4 | $36K | Buy |
+320
| New | +$36K | 0.03% | 117 |
|