Atherton Lane Advisers’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $34.3M | Buy |
326,795
+4,641
| +1% | +$488K | 2% | 11 |
|
|
2015
Q3 | $32.9M | Buy |
322,154
+55,928
| +21% | +$5.72M | 2.06% | 10 |
|
|
2015
Q2 | $30.4M | Buy |
266,226
+11,000
| +4% | +$1.26M | 1.68% | 17 |
|
|
2015
Q1 | $26.8M | Buy |
255,226
+6,695
| +3% | +$702K | 1.44% | 24 |
|
|
2014
Q4 | $23.4M | Buy |
248,531
+244,960
| +6,860% | +$23.1M | 1.28% | 36 |
|
|
2014
Q3 | $318K | Sell |
3,571
-1,110
| -24% | -$98.8K | 0.02% | 210 |
|
|
2014
Q2 | $401K | Buy |
4,681
+1,202
| +35% | +$103K | 0.02% | 196 |
|
|
2014
Q1 | $279K | Buy |
3,479
+20
| +0.6% | +$1.6K | 0.02% | 129 |
|
|
2013
Q4 | $264K | Sell |
3,459
-218
| -6% | -$16.6K | 0.02% | 130 |
|
|
2013
Q3 | $237K | Buy |
3,677
+311
| +9% | +$20K | 0.02% | 126 |
|
|
2013
Q2 | $213K | Buy |
+3,366
| New | +$213K | 0.02% | 131 |
|