Frontier Wealth Management’s Walt Disney DIS Stock Holding History

Frontier Wealth Management’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	$4.82M	Sell	51,031 -3,312	-6%	-$313K	0.35%	64
2022 Q1	$7.11M	Buy	54,343 +4,523	+9%	+$592K	0.09%	45
2021 Q4	$7.72M	Sell	49,820 -2,077	-4%	-$322K	0.51%	41
2021 Q3	$8.78M	Sell	51,897 -1,695	-3%	-$287K	0.61%	33
2021 Q2	$9.42M	Buy	53,592 +2,391	+5%	+$420K	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%	+$19.6K	0.76%	25
2020 Q3	$6.34M	Sell	51,073 -971	-2%	-$120K	0.58%	32
2020 Q2	$5.8M	Sell	52,044 -5	-0%	-$558	0.53%	36
2020 Q1	$5.03M	Sell	52,049 -12,747	-20%	-$1.23M	0.82%	34
2019 Q4	$9.37M	Sell	64,796 -5,268	-8%	-$762K	1.5%	11
2019 Q3	$9.13M	Buy	70,064 +6,502	+10%	+$847K	1.35%	15
2019 Q2	$8.88M	Buy	63,562 +615	+1%	+$85.9K	1.31%	13
2019 Q1	$6.99M	Buy	62,947 +181	+0.3%	+$20.1K	0.95%	19
2018 Q4	$6.88M	Buy	62,766 +5,015	+9%	+$550K	1.04%	17
2018 Q3	$6.75M	Buy	57,751 +684	+1%	+$80K	0.64%	17
2018 Q2	$5.98M	Buy	57,067 +5,278	+10%	+$553K	0.86%	19
2018 Q1	$5.2M	Buy	51,789 +26,871	+108%	+$2.7M	0.73%	26
2017 Q4	$2.68M	Sell	24,918 -29,169	-54%	-$3.14M	0.43%	53
2017 Q3	$5.33M	Sell	54,087 -2,162	-4%	-$213K	0.77%	29
2017 Q2	$5.98M	Buy	56,249 +50	+0.1%	+$5.31K	0.91%	25
2017 Q1	$6.37M	Buy	56,199 +425	+0.8%	+$48.2K	0.98%	20
2016 Q4	$5.81M	Buy	55,774 +19,942	+56%	+$2.08M	0.95%	21
2016 Q3	$3.33M	Sell	35,832 -871	-2%	-$80.9K	0.51%	46
2016 Q2	$3.59M	Sell	36,703 -4,461	-11%	-$436K	0.57%	43
2016 Q1	$4.09M	Buy	41,164 +1,926	+5%	+$191K	0.34%	35
2015 Q4	$4.12M	Buy	39,238 +4,757	+14%	+$500K	0.66%	34
2015 Q3	$3.52M	Buy	34,481 +3,130	+10%	+$320K	0.56%	43
2015 Q2	$3.58M	Buy	31,351 +138	+0.4%	+$15.8K	0.55%	42
2015 Q1	$3.27M	Buy	31,213 +28,577	+1,084%	+$3M	0.53%	40
2014 Q4	$248K	Buy	+2,636	New	+$248K	0.05%	216