Huber Financial Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $367K | Buy |
3,794
+399
| +12% | +$38.6K | 0.14% | 70 |
|
|
2019
Q4 | $491K | Sell |
3,395
-131
| -4% | -$18.9K | 0.17% | 74 |
|
|
2019
Q3 | $460K | Buy |
3,526
+6
| +0.2% | +$783 | 0.18% | 67 |
|
|
2019
Q2 | $492K | Hold |
3,520
| – | – | 0.21% | 63 |
|
|
2019
Q1 | $391K | Buy |
3,520
+220
| +7% | +$24.4K | 0.19% | 73 |
|
|
2018
Q4 | $362K | Buy |
3,300
+1,188
| +56% | +$130K | 0.2% | 64 |
|
|
2018
Q3 | $247K | Sell |
2,112
-147
| -7% | -$17.2K | 0.19% | 88 |
|
|
2018
Q2 | $236K | Sell |
2,259
-1
| -0% | -$104 | 0.22% | 85 |
|
|
2018
Q1 | $227K | Buy |
2,260
+89
| +4% | +$8.94K | 0.22% | 82 |
|
|
2017
Q4 | $233K | Buy |
+2,171
| New | +$233K | 0.26% | 67 |
|