Banyan Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $12.5M | Sell |
140,153
-4,255
| -3% | -$379K | 1.06% | 19 |
|
|
2014
Q2 | $12.4M | Sell |
144,408
-9,088
| -6% | -$779K | 1.05% | 17 |
|
|
2014
Q1 | $12.3M | Sell |
153,496
-1,222
| -0.8% | -$97.8K | 1.06% | 17 |
|
|
2013
Q4 | $11.8M | Sell |
154,718
-16,603
| -10% | -$1.27M | 0.83% | 21 |
|
|
2013
Q3 | $11M | Buy |
171,321
+18,793
| +12% | +$1.21M | 0.98% | 16 |
|
|
2013
Q2 | $9.63M | Buy |
+152,528
| New | +$9.63M | 1.9% | 7 |
|