Guardian Investor Services’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $1.13M | Hold |
10,794
| – | – | 0.9% | 16 |
|
|
2014
Q4 | $1.02M | Sell |
10,794
-408
| -4% | -$38.4K | 0.81% | 23 |
|
|
2014
Q3 | $997K | Sell |
11,202
-918
| -8% | -$81.7K | 0.8% | 23 |
|
|
2014
Q2 | $1.04M | Sell |
12,120
-482
| -4% | -$41.3K | 0.8% | 24 |
|
|
2014
Q1 | $1.01M | Sell |
12,602
-713
| -5% | -$57.1K | 0.78% | 23 |
|
|
2013
Q4 | $1.02M | Sell |
13,315
-1,114
| -8% | -$85.1K | 0.77% | 28 |
|
|
2013
Q3 | $931K | Sell |
14,429
-237
| -2% | -$15.3K | 0.78% | 28 |
|
|
2013
Q2 | $926K | Buy |
+14,666
| New | +$926K | 0.79% | 26 |
|