CapWealth Advisors’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
Q2 | – | Sell |
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|
2022
Q1 | $7.55M | Sell |
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|
2021
Q4 | $13.5M | Buy |
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|
2021
Q3 | $14.2M | Buy |
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|
2021
Q2 | $14.6M | Buy |
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|
2021
Q1 | $15.2M | Buy |
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|
2020
Q4 | $14.9M | Sell |
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|
2020
Q3 | $10.8M | Sell |
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|
2020
Q2 | $9.88M | Buy |
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|
2020
Q1 | $7.9M | Buy |
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|
2019
Q4 | $9.71M | Buy |
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|
2019
Q3 | $8.69M | Buy |
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|
2019
Q2 | $8.85M | Buy |
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|
2019
Q1 | $6.81M | Buy |
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|
2018
Q4 | $5.94M | Buy |
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|
2018
Q3 | $5.16M | Buy |
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|
2018
Q2 | $4.05M | Buy |
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|
2018
Q1 | $253K | Buy |
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|
2017
Q4 | $240K | Sell |
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|
2017
Q3 | $232K | Buy |
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|
2017
Q2 | $247K | Sell |
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|
2017
Q1 | $270K | Buy |
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|
2016
Q4 | $246K | Sell |
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|
2016
Q3 | $241K | Hold |
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|
2016
Q2 | $254K | Buy |
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|
2016
Q1 | $208K | Buy |
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|
2015
Q4 | $168K | Hold |
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|
2015
Q3 | $164K | Hold |
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|
2015
Q2 | $183K | Hold |
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|
2015
Q1 | $168K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $173K | Buy |
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|
2014
Q2 | $124K | Hold |
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|
2014
Q1 | $116K | Hold |
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|
2013
Q4 | $111K | Sell |
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|
2013
Q3 | $110K | Hold |
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|
2013
Q2 | $107K | Buy |
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