Catamount Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $75K | Hold |
676
| – | – | 0.04% | 71 |
|
|
2018
Q4 | $75K | Sell |
676
-120
| -15% | -$13.3K | 0.05% | 58 |
|
|
2018
Q3 | $93K | Hold |
796
| – | – | 0.04% | 62 |
|
|
2018
Q2 | $90K | Buy |
796
+33
| +4% | +$3.73K | 0.04% | 59 |
|
|
2018
Q1 | $77K | Hold |
763
| – | – | 0.04% | 64 |
|
|
2017
Q4 | $82K | Hold |
763
| – | – | 0.05% | 62 |
|
|
2017
Q3 | $75K | Hold |
763
| – | – | 0.04% | 60 |
|
|
2017
Q2 | $81K | Hold |
763
| – | – | 0.05% | 67 |
|
|
2017
Q1 | $87K | Buy |
763
+500
| +190% | +$57K | 0.06% | 59 |
|
|
2016
Q4 | $27K | Sell |
263
-69
| -21% | -$7.08K | 0.02% | 91 |
|
|
2016
Q3 | $31K | Sell |
332
-68
| -17% | -$6.35K | 0.03% | 83 |
|
|
2016
Q2 | $39K | Hold |
400
| – | – | 0.05% | 53 |
|
|
2016
Q1 | $40K | Buy |
400
+272
| +213% | +$27.2K | 0.05% | 55 |
|
|
2015
Q4 | $13K | Sell |
128
-717
| -85% | -$72.8K | 0.01% | 86 |
|
|
2015
Q3 | $86K | Hold |
845
| – | – | 0.09% | 35 |
|
|
2015
Q2 | $96K | Hold |
845
| – | – | 0.07% | 47 |
|
|
2015
Q1 | $89K | Hold |
845
| – | – | 0.07% | 40 |
|
|
2014
Q4 | $80K | Buy |
+845
| New | +$80K | 0.08% | 43 |
|