Cypress Wealth Advisors’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 | $680K | Sell |
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|
2018
Q4 | $674K | Sell |
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|
2018
Q3 | $763K | Hold |
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|
2018
Q2 | $684K | Hold |
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|
2018
Q1 | $655K | Sell |
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|
2017
Q4 | $716K | Buy |
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|
2017
Q3 | $645K | Sell |
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|
2017
Q2 | $960K | Sell |
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|
2017
Q1 | $1.5M | Sell |
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|
2016
Q4 | $1.39M | Buy |
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|
2016
Q3 | $1.19M | Buy |
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|
2016
Q2 | $1.19M | Sell |
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|
2016
Q1 | $1.36M | Buy |
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|
2015
Q4 | $1.03M | Buy |
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|
2015
Q3 | $996K | Sell |
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|
2015
Q2 | $1.12M | Buy |
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