Geneva Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $6.79M | Sell |
63,866
-74
| -0.1% | -$7.86K | 0.12% | 109 |
|
|
2017
Q1 | $7.25M | Sell |
63,940
-716
| -1% | -$81.2K | 0.13% | 106 |
|
|
2016
Q4 | $6.74M | Sell |
64,656
-797
| -1% | -$83.1K | 0.13% | 100 |
|
|
2016
Q3 | $6.08M | Sell |
65,453
-66,278
| -50% | -$6.15M | 0.11% | 107 |
|
|
2016
Q2 | $12.9M | Buy |
131,731
+6,963
| +6% | +$681K | 0.25% | 77 |
|
|
2016
Q1 | $12.4M | Sell |
124,768
-1,243
| -1% | -$123K | 0.25% | 79 |
|
|
2015
Q4 | $13.2M | Buy |
126,011
+25,865
| +26% | +$2.72M | 0.25% | 82 |
|
|
2015
Q3 | $10.2M | Sell |
100,146
-21,021
| -17% | -$2.15M | 0.21% | 90 |
|
|
2015
Q2 | $13.8M | Buy |
121,167
+29,082
| +32% | +$3.32M | 0.25% | 87 |
|
|
2015
Q1 | $9.66M | Buy |
92,085
+24,152
| +36% | +$2.53M | 0.17% | 98 |
|
|
2014
Q4 | $6.4M | Buy |
67,933
+163
| +0.2% | +$15.4K | 0.12% | 110 |
|
|
2014
Q3 | $6.03M | Sell |
67,770
-3,023
| -4% | -$269K | 0.11% | 116 |
|
|
2014
Q2 | $6.07M | Buy |
70,793
+5,603
| +9% | +$480K | 0.11% | 116 |
|
|
2014
Q1 | $5.22M | Buy |
65,190
+45,544
| +232% | +$3.65M | 0.1% | 124 |
|
|
2013
Q4 | $1.5M | Buy |
19,646
+813
| +4% | +$62.1K | 0.03% | 201 |
|
|
2013
Q3 | $1.22M | Sell |
18,833
-845
| -4% | -$54.5K | 0.03% | 225 |
|
|
2013
Q2 | $1.24M | Buy |
+19,678
| New | +$1.24M | 0.03% | 199 |
|