ICRM
Insight Capital Research & Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-15,055
| Closed | -$1.6M | – | 112 |
|
|
2017
Q2 | $1.6M | Buy |
+15,055
| New | +$1.6M | 0.94% | 48 |
|
|
2016
Q2 | – | Sell |
-30,047
| Closed | -$2.98M | – | 106 |
|
|
2016
Q1 | $2.98M | Sell |
30,047
-1,437
| -5% | -$143K | 0.92% | 55 |
|
|
2015
Q4 | $3.31M | Sell |
31,484
-501
| -2% | -$52.6K | 0.96% | 49 |
|
|
2015
Q3 | $3.27M | Sell |
31,985
-393
| -1% | -$40.2K | 0.99% | 54 |
|
|
2015
Q2 | $3.7M | Buy |
32,378
+8,432
| +35% | +$963K | 0.98% | 48 |
|
|
2015
Q1 | $2.51M | Sell |
23,946
-321
| -1% | -$33.7K | 0.63% | 76 |
|
|
2014
Q4 | $2.29M | Sell |
24,267
-1,420
| -6% | -$134K | 0.59% | 74 |
|
|
2014
Q3 | $2.29M | Buy |
25,687
+3,115
| +14% | +$277K | 0.6% | 66 |
|
|
2014
Q2 | $1.94M | Sell |
22,572
-714
| -3% | -$61.2K | 0.44% | 78 |
|
|
2014
Q1 | $1.87M | Buy |
23,286
+996
| +4% | +$79.8K | 0.43% | 81 |
|
|
2013
Q4 | $1.7M | Sell |
22,290
-540
| -2% | -$41.3K | 0.38% | 88 |
|
|
2013
Q3 | $1.57M | Buy |
22,830
+1,795
| +9% | +$123K | 0.38% | 80 |
|
|
2013
Q2 | $1.33M | Buy |
+21,035
| New | +$1.33M | 0.34% | 92 |
|