Catamount Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $75K | Hold |
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|
2018
Q4 | $75K | Sell |
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|
2018
Q3 | $93K | Hold |
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|
2018
Q2 | $90K | Buy |
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|
2018
Q1 | $77K | Hold |
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|
2017
Q4 | $82K | Hold |
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|
2017
Q3 | $75K | Hold |
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|
2017
Q2 | $81K | Hold |
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|
2017
Q1 | $87K | Buy |
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|
2016
Q4 | $27K | Sell |
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|
2016
Q3 | $31K | Sell |
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|
2016
Q2 | $39K | Hold |
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|
2016
Q1 | $40K | Buy |
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|
2015
Q4 | $13K | Sell |
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|
2015
Q3 | $86K | Hold |
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|
2015
Q2 | $96K | Hold |
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|
2015
Q1 | $89K | Hold |
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|
2014
Q4 | $80K | Buy |
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