Benson Investment Management Company’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-37,000
| Closed | -$3.57M | – | 56 |
|
|
2020
Q1 | $3.57M | Buy |
37,000
+575
| +2% | +$55.5K | 2.87% | 10 |
|
|
2019
Q4 | $5.27M | Buy |
36,425
+15
| +0% | +$2.17K | 3.4% | 4 |
|
|
2019
Q3 | $4.75M | Sell |
36,410
-1,285
| -3% | -$167K | 3.41% | 3 |
|
|
2019
Q2 | $5.26M | Sell |
37,695
-940
| -2% | -$131K | 3.96% | 2 |
|
|
2019
Q1 | $4.29M | Buy |
38,635
+12,895
| +50% | +$1.43M | 3.32% | 4 |
|
|
2018
Q4 | $2.82M | Sell |
25,740
-420
| -2% | -$46K | 2.4% | 20 |
|
|
2018
Q3 | $3.06M | Buy |
26,160
+3,180
| +14% | +$372K | 2.3% | 22 |
|
|
2018
Q2 | $2.41M | Buy |
22,980
+363
| +2% | +$38.1K | 1.89% | 32 |
|
|
2018
Q1 | $2.27M | Buy |
22,617
+695
| +3% | +$69.8K | 1.84% | 36 |
|
|
2017
Q4 | $2.36M | Buy |
21,922
+1,200
| +6% | +$129K | 1.75% | 38 |
|
|
2017
Q3 | $2.04M | Buy |
20,722
+445
| +2% | +$43.9K | 1.68% | 40 |
|
|
2017
Q2 | $2.15M | Sell |
20,277
-45
| -0.2% | -$4.78K | 1.94% | 32 |
|
|
2017
Q1 | $2.3M | Sell |
20,322
-6,593
| -24% | -$747K | 2.27% | 20 |
|
|
2016
Q4 | $2.81M | Buy |
+26,915
| New | +$2.81M | 2.78% | 4 |
|