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