Bernicke 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $737K | Sell |
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|
2020
Q1 | $898K | Buy |
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|
2019
Q4 | $1.28M | Buy |
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|
2019
Q3 | $1.12M | Buy |
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|
2019
Q2 | $1.1M | Buy |
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|
2019
Q1 | $860K | Buy |
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|
2018
Q4 | $811K | Buy |
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|
2018
Q3 | $820K | Buy |
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|
2018
Q2 | $672K | Buy |
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|
2018
Q1 | $580K | Buy |
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|
2017
Q4 | $543K | Buy |
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|
2017
Q3 | $453K | Buy |
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|
2017
Q2 | $409K | Buy |
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|
2017
Q1 | $272K | Buy |
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