Wunderlich Capital Managemnt’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-26,588
| Closed | -$2.66M | – | 92 |
|
|
2023
Q1 | $2.66M | Buy |
26,588
+517
| +2% | +$51.8K | 1.39% | 36 |
|
|
2022
Q4 | $2.27M | Buy |
+26,071
| New | +$2.27M | 1.26% | 38 |
|
|
2022
Q3 | – | Sell |
-23,323
| Closed | -$2.2M | – | 78 |
|
|
2022
Q2 | $2.2M | Buy |
23,323
+6,941
| +42% | +$655K | 1.28% | 33 |
|
|
2022
Q1 | $2.25M | Buy |
16,382
+33
| +0.2% | +$4.53K | 1.06% | 49 |
|
|
2021
Q4 | $2.53M | Buy |
16,349
+11,272
| +222% | +$1.75M | 1.13% | 50 |
|
|
2021
Q3 | $859K | Buy |
+5,077
| New | +$859K | 0.41% | 70 |
|