Heritage Way Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.26M | Buy |
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|
2021
Q3 | $3.41M | Buy |
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|
2021
Q2 | $3.54M | Sell |
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|
2021
Q1 | $3.97M | Sell |
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|
2020
Q4 | $4.09M | Sell |
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|
2020
Q3 | $2.87M | Buy |
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|
2020
Q2 | $2.49M | Sell |
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|
2020
Q1 | $2.24M | Sell |
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|
2019
Q4 | $3.44M | Buy |
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|
2019
Q3 | $3.07M | Sell |
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|
2019
Q2 | $3.33M | Sell |
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|
2019
Q1 | $2.68M | Buy |
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|
2018
Q4 | $261K | Buy |
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|
2018
Q3 | $246K | Hold |
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|
2018
Q2 | $220K | Buy |
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