Bernicke Wealth Management’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 | $737K | Sell |
6,607
-2,691
| -29% | -$300K | 0.54% | 31 |
|
|
2020
Q1 | $898K | Buy |
9,298
+431
| +5% | +$41.6K | 0.54% | 30 |
|
|
2019
Q4 | $1.28M | Buy |
8,867
+240
| +3% | +$34.7K | 0.72% | 18 |
|
|
2019
Q3 | $1.12M | Buy |
8,627
+743
| +9% | +$96.8K | 0.65% | 22 |
|
|
2019
Q2 | $1.1M | Buy |
7,884
+143
| +2% | +$20K | 0.66% | 12 |
|
|
2019
Q1 | $860K | Buy |
7,741
+343
| +5% | +$38.1K | 0.54% | 32 |
|
|
2018
Q4 | $811K | Buy |
7,398
+390
| +6% | +$42.8K | 0.56% | 25 |
|
|
2018
Q3 | $820K | Buy |
7,008
+600
| +9% | +$70.2K | 0.54% | 29 |
|
|
2018
Q2 | $672K | Buy |
6,408
+631
| +11% | +$66.2K | 0.47% | 34 |
|
|
2018
Q1 | $580K | Buy |
5,777
+726
| +14% | +$72.9K | 0.42% | 39 |
|
|
2017
Q4 | $543K | Buy |
5,051
+455
| +10% | +$48.9K | 0.41% | 42 |
|
|
2017
Q3 | $453K | Buy |
4,596
+750
| +20% | +$73.9K | 0.36% | 44 |
|
|
2017
Q2 | $409K | Buy |
3,846
+1,449
| +60% | +$154K | 0.33% | 42 |
|
|
2017
Q1 | $272K | Buy |
+2,397
| New | +$272K | 0.23% | 42 |
|