Frontier 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $4.82M | Sell |
51,031
-3,312
| -6% | -$368K | 0.35% | 64 |
|
|
2022
Q1 | $7.11M | Buy |
54,343
+4,523
| +9% | +$654K | 0.09% | 45 |
|
|
2021
Q4 | $7.72M | Sell |
49,820
-2,077
| -4% | -$335K | 0.51% | 41 |
|
|
2021
Q3 | $8.78M | Sell |
51,897
-1,695
| -3% | -$302K | 0.61% | 33 |
|
|
2021
Q2 | $9.42M | Buy |
53,592
+2,391
| +5% | +$430K | 0.66% | 30 |
|
|
2021
Q1 | $9.45M | Buy |
51,201
+20
| +0% | +$3.69K | 0.72% | 26 |
|
|
2020
Q4 | $9.27M | Buy |
51,181
+108
| +0.2% | +$15.5K | 0.76% | 25 |
|
|
2020
Q3 | $6.34M | Sell |
51,073
-971
| -2% | -$121K | 0.58% | 32 |
|
|
2020
Q2 | $5.8M | Sell |
52,044
-5
| -0% | -$552 | 0.53% | 36 |
|
|
2020
Q1 | $5.03M | Sell |
52,049
-12,747
| -20% | -$1.61M | 0.82% | 34 |
|
|
2019
Q4 | $9.37M | Sell |
64,796
-5,268
| -8% | -$735K | 1.5% | 11 |
|
|
2019
Q3 | $9.13M | Buy |
70,064
+6,502
| +10% | +$899K | 1.35% | 15 |
|
|
2019
Q2 | $8.88M | Buy |
63,562
+615
| +1% | +$81.6K | 1.31% | 13 |
|
|
2019
Q1 | $6.99M | Buy |
62,947
+181
| +0.3% | +$20.2K | 0.95% | 19 |
|
|
2018
Q4 | $6.88M | Buy |
62,766
+5,015
| +9% | +$570K | 1.04% | 17 |
|
|
2018
Q3 | $6.75M | Buy |
57,751
+684
| +1% | +$76.1K | 0.64% | 17 |
|
|
2018
Q2 | $5.98M | Buy |
57,067
+5,278
| +10% | +$540K | 0.86% | 19 |
|
|
2018
Q1 | $5.2M | Buy |
51,789
+26,871
| +108% | +$2.86M | 0.73% | 26 |
|
|
2017
Q4 | $2.68M | Sell |
24,918
-29,169
| -54% | -$3M | 0.43% | 53 |
|
|
2017
Q3 | $5.33M | Sell |
54,087
-2,162
| -4% | -$222K | 0.77% | 29 |
|
|
2017
Q2 | $5.98M | Buy |
56,249
+50
| +0.1% | +$5.47K | 0.91% | 25 |
|
|
2017
Q1 | $6.37M | Buy |
56,199
+425
| +0.8% | +$46.8K | 0.98% | 20 |
|
|
2016
Q4 | $5.81M | Buy |
55,774
+19,942
| +56% | +$1.94M | 0.95% | 21 |
|
|
2016
Q3 | $3.33M | Sell |
35,832
-871
| -2% | -$83.4K | 0.51% | 46 |
|
|
2016
Q2 | $3.59M | Sell |
36,703
-4,461
| -11% | -$446K | 0.57% | 43 |
|
|
2016
Q1 | $4.09M | Buy |
41,164
+1,926
| +5% | +$186K | 0.34% | 35 |
|
|
2015
Q4 | $4.12M | Buy |
39,238
+4,757
| +14% | +$530K | 0.66% | 34 |
|
|
2015
Q3 | $3.52M | Buy |
34,481
+3,130
| +10% | +$341K | 0.56% | 43 |
|
|
2015
Q2 | $3.58M | Buy |
31,351
+138
| +0.4% | +$15.2K | 0.55% | 42 |
|
|
2015
Q1 | $3.27M | Buy |
31,213
+28,577
| +1,084% | +$2.88M | 0.53% | 40 |
|
|
2014
Q4 | $248K | Buy |
+2,636
| New | +$238K | 0.05% | 216 |
|
Other funds holding DIS
