Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.25M | Sell |
|
|||||
|
2020
Q3 | $863K | Sell |
|
|||||
|
2020
Q2 | $808K | Sell |
|
|||||
|
2020
Q1 | $703K | Sell |
|
|||||
|
2019
Q4 | $1.13M | Sell |
|
|||||
|
2019
Q3 | $1.03M | Buy |
|
|||||
|
2019
Q2 | $926K | Buy |
|
|||||
|
2019
Q1 | $714K | Buy |
|
|||||
|
2018
Q4 | $542K | Sell |
|
|||||
|
2018
Q3 | $630K | Buy |
|
|||||
|
2018
Q2 | $551K | Buy |
|
|||||
|
2018
Q1 | $522K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $94K | Sell |
|
|||||
|
2017
Q2 | $123K | Sell |
|
|||||
|
2017
Q1 | $140K | Sell |
|
|||||
|
2016
Q4 | $240K | Buy |
|
|||||
|
2016
Q3 | $162K | Buy |
|
|||||
|
2016
Q2 | $162K | Buy |
|
|||||
|
2016
Q1 | $133K | Buy |
|
|||||
|
2015
Q4 | $132K | Buy |
|