Bridgewater Wealth & Financial Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $5.19M | Buy |
48,288
+3,304
| +7% | +$355K | 2.07% | 20 |
|
|
2017
Q3 | $4.43M | Buy |
44,984
+40,534
| +911% | +$4M | 1.82% | 23 |
|
|
2017
Q2 | $473K | Buy |
4,450
+479
| +12% | +$50.9K | 0.16% | 63 |
|
|
2017
Q1 | $450K | Buy |
3,971
+28
| +0.7% | +$3.17K | 0.16% | 62 |
|
|
2016
Q4 | $411K | Sell |
3,943
-419
| -10% | -$43.7K | 0.16% | 66 |
|
|
2016
Q3 | $405K | Sell |
4,362
-132
| -3% | -$12.3K | 0.15% | 65 |
|
|
2016
Q2 | $440K | Hold |
4,494
| – | – | 0.16% | 64 |
|
|
2016
Q1 | $446K | Buy |
4,494
+2,074
| +86% | +$206K | 0.16% | 65 |
|
|
2015
Q4 | $254K | Buy |
2,420
+43
| +2% | +$4.51K | 0.1% | 76 |
|
|
2015
Q3 | $243K | Buy |
2,377
+276
| +13% | +$28.2K | 0.1% | 78 |
|
|
2015
Q2 | $240K | Hold |
2,101
| – | – | 0.1% | 69 |
|
|
2015
Q1 | $220K | Buy |
+2,101
| New | +$220K | 0.09% | 73 |
|