Bingham Osborn & Scarborough’s Walt Disney DIS Stock Holding History

Bingham Osborn & Scarborough’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4,177	Closed	-$707K	–	41
2021 Q3	$707K	Buy	4,177 +472	+13%	+$79.9K	0.05%	65
2021 Q2	$651K	Buy	3,705 +528	+17%	+$92.8K	0.05%	74
2021 Q1	$586K	Sell	3,177 -111	-3%	-$20.5K	0.04%	68
2020 Q4	$596K	Sell	3,288 -2,429	-42%	-$440K	0.05%	59
2020 Q3	$709K	Buy	5,717 +111	+2%	+$13.8K	0.05%	80
2020 Q2	$625K	Sell	5,606 -365	-6%	-$40.7K	0.05%	84
2020 Q1	$577K	Buy	5,971 +328	+6%	+$31.7K	0.06%	82
2019 Q4	$816K	Buy	5,643 +117	+2%	+$16.9K	0.07%	73
2019 Q3	$720K	Buy	5,526 +95	+2%	+$12.4K	0.06%	74
2019 Q2	$758K	Sell	5,431 -15	-0.3%	-$2.09K	0.07%	71
2019 Q1	$605K	Sell	5,446 -636	-10%	-$70.7K	0.06%	80
2018 Q4	$667K	Buy	6,082 +461	+8%	+$50.6K	0.07%	67
2018 Q3	$657K	Buy	5,621 +58	+1%	+$6.78K	0.06%	72
2018 Q2	$583K	Buy	5,563 +65	+1%	+$6.81K	0.06%	72
2018 Q1	$552K	Buy	5,498 +230	+4%	+$23.1K	0.05%	75
2017 Q4	$566K	Sell	5,268 -15	-0.3%	-$1.61K	0.05%	72
2017 Q3	$521K	Buy	5,283 +120	+2%	+$11.8K	0.05%	70
2017 Q2	$549K	Buy	5,163 +230	+5%	+$24.5K	0.05%	63
2017 Q1	$559K	Buy	4,933 +162	+3%	+$18.4K	0.06%	63
2016 Q4	$497K	Buy	4,771 +103	+2%	+$10.7K	0.05%	67
2016 Q3	$433K	Sell	4,668 -563	-11%	-$52.2K	0.05%	75
2016 Q2	$512K	Buy	5,231 +106	+2%	+$10.4K	0.06%	66
2016 Q1	$509K	Buy	5,125 +880	+21%	+$87.4K	0.06%	68
2015 Q4	$446K	Hold	4,245	–	–	0.05%	71
2015 Q3	$434K	Buy	4,245 +36	+0.9%	+$3.68K	0.05%	69
2015 Q2	$480K	Buy	4,209 +77	+2%	+$8.78K	0.06%	71
2015 Q1	$433K	Sell	4,132 -360	-8%	-$37.7K	0.05%	74
2014 Q4	$423K	Sell	4,492 -445	-9%	-$41.9K	0.05%	74
2014 Q3	$440K	Buy	4,937 +295	+6%	+$26.3K	0.06%	74
2014 Q2	$398K	Buy	4,642 +135	+3%	+$11.6K	0.05%	68
2014 Q1	$361K	Buy	4,507 +360	+9%	+$28.8K	0.05%	72
2013 Q4	$317K	Hold	4,147	–	–	0.05%	73
2013 Q3	$267K	Buy	4,147 +525	+14%	+$33.8K	0.04%	74
2013 Q2	$229K	Buy	+3,622	New	+$229K	0.04%	77