Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,058
| Closed | -$535K | – | 51 |
|
|
2017
Q2 | $535K | Sell |
5,058
-23,788
| -82% | -$2.52M | 0.52% | 60 |
|
|
2017
Q1 | $3M | Buy |
28,846
+286
| +1% | +$29.8K | 0.68% | 24 |
|
|
2016
Q4 | $2.97M | Sell |
28,560
-4,291
| -13% | -$447K | 0.66% | 21 |
|
|
2016
Q3 | $3.06M | Sell |
32,851
-4,150
| -11% | -$386K | 0.37% | 50 |
|
|
2016
Q2 | $3.62M | Buy |
37,001
+7,553
| +26% | +$739K | 0.49% | 38 |
|
|
2016
Q1 | $2.91M | Buy |
29,448
+583
| +2% | +$57.6K | 0.39% | 55 |
|
|
2015
Q4 | $3.05M | Buy |
28,865
+2,749
| +11% | +$291K | 0.41% | 49 |
|
|
2015
Q3 | $2.66M | Buy |
26,116
+3,539
| +16% | +$361K | 0.36% | 55 |
|
|
2015
Q2 | $2.57M | Buy |
22,577
+1,705
| +8% | +$194K | 0.33% | 59 |
|
|
2015
Q1 | $1.09M | Buy |
20,872
+733
| +4% | +$38.2K | 0.31% | 74 |
|
|
2014
Q4 | $1.9M | Sell |
20,139
-2,239
| -10% | -$211K | 0.29% | 84 |
|
|
2014
Q3 | $1.99M | Sell |
22,378
-891
| -4% | -$79.4K | 0.27% | 48 |
|
|
2014
Q2 | $1.9M | Buy |
23,269
+45
| +0.2% | +$3.68K | 0.23% | 52 |
|
|
2014
Q1 | $1.84M | Sell |
23,224
-1,155
| -5% | -$91.6K | 0.23% | 58 |
|
|
2013
Q4 | $1.86M | Sell |
24,379
-188
| -0.8% | -$14.4K | 0.24% | 52 |
|
|
2013
Q3 | $1.58M | Buy |
24,567
+361
| +1% | +$23.1K | 0.22% | 64 |
|
|
2013
Q2 | $1.53M | Buy |
+24,206
| New | +$1.53M | 0.23% | 49 |
|