Berman Capital Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.11M | Buy |
12,492
+1,677
| +16% | +$284K | 0.33% | 42 |
|
|
2021
Q2 | $1.9M | Sell |
10,815
-461
| -4% | -$81K | 0.3% | 40 |
|
|
2021
Q1 | $2.08M | Buy |
11,276
+3,636
| +48% | +$670K | 0.43% | 28 |
|
|
2020
Q4 | $1.38M | Buy |
7,640
+1,560
| +26% | +$283K | 0.33% | 42 |
|
|
2020
Q3 | $752K | Sell |
6,080
-172
| -3% | -$21.3K | 0.21% | 54 |
|
|
2020
Q2 | $695K | Buy |
6,252
+31
| +0.5% | +$3.45K | 0.18% | 57 |
|
|
2020
Q1 | $599K | Buy |
6,221
+665
| +12% | +$64K | 0.19% | 60 |
|
|
2019
Q4 | $801K | Sell |
5,556
-245
| -4% | -$35.3K | 0.23% | 47 |
|
|
2019
Q3 | $754K | Sell |
5,801
-142
| -2% | -$18.5K | 0.24% | 45 |
|
|
2019
Q2 | $828K | Sell |
5,943
-102
| -2% | -$14.2K | 0.26% | 42 |
|
|
2019
Q1 | $669K | Buy |
6,045
+2,873
| +91% | +$318K | 0.22% | 49 |
|
|
2018
Q4 | $345K | Buy |
3,172
+421
| +15% | +$45.8K | 0.14% | 70 |
|
|
2018
Q3 | $306K | Sell |
2,751
-1,327
| -33% | -$148K | 0.13% | 78 |
|
|
2018
Q2 | $422K | Sell |
4,078
-325
| -7% | -$33.6K | 0.15% | 67 |
|
|
2018
Q1 | $439K | Buy |
4,403
+2,072
| +89% | +$207K | 0.17% | 60 |
|
|
2017
Q4 | $243K | Buy |
+2,331
| New | +$243K | 0.08% | 88 |
|