Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $535K | Sell |
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|
2017
Q1 | $3M | Buy |
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|
2016
Q4 | $2.97M | Sell |
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|
2016
Q3 | $3.06M | Sell |
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|
2016
Q2 | $3.62M | Buy |
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|
2016
Q1 | $2.91M | Buy |
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|
2015
Q4 | $3.05M | Buy |
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|
2015
Q3 | $2.66M | Buy |
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|
2015
Q2 | $2.57M | Buy |
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|
2015
Q1 | $1.09M | Buy |
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|
2014
Q4 | $1.9M | Sell |
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|
2014
Q3 | $1.99M | Sell |
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|
2014
Q2 | $1.9M | Buy |
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|
2014
Q1 | $1.84M | Sell |
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|
2013
Q4 | $1.86M | Sell |
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|
2013
Q3 | $1.57M | Buy |
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|
2013
Q2 | $1.53M | Buy |
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