Jacobus Wealth 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
2017
Q3
$220K Hold
2017
Q2
$237K Buy
2017
Q1
$220K Buy
2016
Q4
$188K Buy
2016
Q3
$166K Hold
2016
Q2
$175K Sell
2016
Q1
$302K Buy
2015
Q4
$310K Sell
2015
Q3
$305K Sell
2015
Q2
$346K Sell
2015
Q1
$319K Sell
2014
Q4
$290K Hold
2014
Q3
$275K Hold
2014
Q2
$264K Hold
2014
Q1
$247K Hold
2013
Q4
$236K Buy
2013
Q3
$146K Hold
2013
Q2
$143K Buy