Friedberg Investment Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-20,180
| Closed | -$2M | – | 90 |
|
|
2016
Q1 | $2M | Sell |
20,180
-4,090
| -17% | -$406K | 1% | 40 |
|
|
2015
Q4 | $2.55M | Sell |
24,270
-11,960
| -33% | -$1.26M | 1.24% | 32 |
|
|
2015
Q3 | $3.7M | Buy |
36,230
+3,880
| +12% | +$396K | 1.77% | 20 |
|
|
2015
Q2 | $3.69M | Sell |
32,350
-1,120
| -3% | -$128K | 1.39% | 20 |
|
|
2015
Q1 | $3.51M | Buy |
33,470
+27,520
| +463% | +$2.89M | 1.28% | 27 |
|
|
2014
Q4 | $560K | Hold |
5,950
| – | – | 0.22% | 83 |
|
|
2014
Q3 | $529K | Buy |
5,950
+50
| +0.8% | +$4.45K | 0.2% | 89 |
|
|
2014
Q2 | $505K | Hold |
5,900
| – | – | 0.18% | 89 |
|
|
2014
Q1 | $472K | Hold |
5,900
| – | – | 0.18% | 86 |
|
|
2013
Q4 | $450K | Hold |
5,900
| – | – | 0.18% | 87 |
|
|
2013
Q3 | $380K | Hold |
5,900
| – | – | 0.17% | 82 |
|
|
2013
Q2 | $373K | Buy |
+5,900
| New | +$373K | 0.17% | 82 |
|