Boston Private Bank & Trust’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | $19.9M | Sell |
189,323
-1,165
| -0.6% | -$122K | 0.92% | 30 |
|
2014
Q4 | $17.9M | Buy |
190,488
+765
| +0.4% | +$72.1K | 0.83% | 34 |
|
2014
Q3 | $16.9M | Sell |
189,723
-6,601
| -3% | -$588K | 0.82% | 36 |
|
2014
Q2 | $16.8M | Sell |
196,324
-842
| -0.4% | -$72.2K | 0.82% | 35 |
|
2014
Q1 | $15.8M | Sell |
197,166
-510
| -0.3% | -$40.8K | 0.8% | 37 |
|
2013
Q4 | $15.1M | Buy |
197,676
+667
| +0.3% | +$51K | 0.75% | 41 |
|
2013
Q3 | $12.7M | Sell |
197,009
-3,874
| -2% | -$250K | 0.7% | 46 |
|
2013
Q2 | $12.7M | Buy |
+200,883
| New | +$12.7M | 0.74% | 39 |
|