BTR 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $12.9M | Sell |
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|
2022
Q2 | $13.7M | Buy |
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|
2022
Q1 | $19M | Buy |
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|
2021
Q4 | $21.2M | Buy |
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|
2021
Q3 | $22.3M | Sell |
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|
2021
Q2 | $23.5M | Buy |
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|
2021
Q1 | $24.4M | Sell |
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|
2020
Q4 | $24.1M | Sell |
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|
2020
Q3 | $17.1M | Sell |
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|
2020
Q2 | $15.7M | Buy |
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|
2020
Q1 | $13.3M | Buy |
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|
2019
Q4 | $19.2M | Sell |
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|
2019
Q3 | $17.3M | Buy |
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|
2019
Q2 | $18.3M | Sell |
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|
2019
Q1 | $14.9M | Buy |
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|
2018
Q4 | $14.1M | Sell |
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|
2018
Q3 | $15.7M | Sell |
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|
2018
Q2 | $14.1M | Buy |
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|
2018
Q1 | $13.4M | Buy |
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|
2017
Q4 | $12.3M | Buy |
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|
2017
Q3 | $11.2M | Buy |
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|
2017
Q2 | $12.1M | Sell |
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|
2017
Q1 | $13M | Sell |
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|
2016
Q4 | $11M | Hold |
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|
2016
Q3 | $11M | Buy |
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|
2016
Q2 | $10.6M | Sell |
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|
2016
Q1 | $10.8M | Buy |
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|
2015
Q4 | $7.49M | Buy |
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|
2015
Q3 | $7.27M | Buy |
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|
2015
Q2 | $7.79M | Buy |
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|
2015
Q1 | $6.8M | Buy |
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|
2014
Q4 | $4.21M | Sell |
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|
2014
Q3 | $4.31M | Sell |
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|
2014
Q2 | $4.17M | Sell |
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|
2014
Q1 | $3.93M | Sell |
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|
2013
Q4 | $4.09M | Sell |
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|
2013
Q3 | $3.46M | Sell |
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|
2013
Q2 | $3.38M | Buy |
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