Bourgeon Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $5.6M | Sell |
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|
2024
Q2 | $7.9M | Buy |
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|
2024
Q1 | $9.67M | Buy |
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|
2023
Q4 | $5.75M | Sell |
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|
2023
Q3 | $5.47M | Sell |
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|
2023
Q2 | $6.15M | Sell |
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|
2023
Q1 | $8.41M | Buy |
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|
2022
Q4 | $5.6M | Sell |
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|
2022
Q3 | $7.64M | Buy |
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|
2022
Q2 | $6.84M | Buy |
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|
2022
Q1 | $6.86M | Buy |
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|
2021
Q4 | $7.53M | Buy |
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|
2021
Q3 | $5.82M | Sell |
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|
2021
Q2 | $6.15M | Buy |
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|
2021
Q1 | $6.41M | Sell |
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|
2020
Q4 | $11.4M | Sell |
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|
2020
Q3 | $8.12M | Sell |
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|
2020
Q2 | $7.41M | Buy |
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|
2020
Q1 | $5.97M | Buy |
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|
2019
Q4 | $67K | Buy |
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|
2019
Q3 | $60K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $227K | Buy |
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|
2017
Q2 | $240K | Hold |
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|
2017
Q1 | $256K | Sell |
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|
2016
Q4 | $412K | Buy |
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