Confluence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $404K | Sell |
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|
2020
Q2 | $365K | Buy |
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|
2020
Q1 | $300K | Hold |
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|
2019
Q4 | $449K | Hold |
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|
2019
Q3 | $404K | Buy |
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|
2019
Q2 | $418K | Buy |
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|
2019
Q1 | $326K | Sell |
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|
2018
Q4 | $325K | Buy |
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|
2018
Q3 | $344K | Sell |
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|
2018
Q2 | $311K | Sell |
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|
2018
Q1 | $331K | Sell |
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|
2017
Q4 | $967K | Sell |
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|
2017
Q3 | $1.01M | Sell |
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|
2017
Q2 | $1.09M | Buy |
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|
2017
Q1 | $1.06M | Sell |
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|
2016
Q4 | $1.12M | Sell |
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|
2016
Q3 | $1M | Buy |
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|
2016
Q2 | $1M | Sell |
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|
2016
Q1 | $1.22M | Buy |
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|
2015
Q4 | $1.12M | Buy |
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|
2015
Q3 | $961K | Buy |
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|
2015
Q2 | $1.04M | Buy |
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|
2015
Q1 | $731K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $283K | Buy |
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