Baystate Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $512K | Sell |
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|
2023
Q3 | $484K | Sell |
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|
2023
Q2 | $542K | Buy |
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|
2023
Q1 | $526K | Sell |
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|
2022
Q4 | $519K | Buy |
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|
2022
Q3 | $544K | Buy |
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|
2022
Q2 | $496K | Sell |
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|
2022
Q1 | $748K | Sell |
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|
2021
Q4 | $879K | Buy |
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|
2021
Q3 | $936K | Sell |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $945K | Buy |
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|
2020
Q3 | $623K | Sell |
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|
2020
Q2 | $597K | Sell |
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|
2020
Q1 | $544K | Sell |
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|
2019
Q4 | $821K | Buy |
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|
2019
Q3 | $717K | Buy |
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|
2019
Q2 | $767K | Buy |
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|
2019
Q1 | $712K | Sell |
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|
2018
Q4 | $595K | Sell |
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|
2018
Q3 | $634K | Buy |
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|
2018
Q2 | $542K | Buy |
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|
2018
Q1 | $498K | Buy |
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|
2017
Q4 | $521K | Sell |
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|
2017
Q3 | $482K | Buy |
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|
2017
Q2 | $368K | Sell |
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|
2017
Q1 | $415K | Buy |
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|
2016
Q4 | $204K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $266K | Sell |
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|
2016
Q1 | $317K | Sell |
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|
2015
Q4 | $346K | Sell |
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|
2015
Q3 | $347K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $23K | Buy |
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