Ken Stern & Associates’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $486K | Buy |
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|
2018
Q2 | $360K | Buy |
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|
2018
Q1 | $312K | Sell |
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|
2017
Q4 | $340K | Sell |
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|
2017
Q3 | $330K | Sell |
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|
2017
Q2 | $360K | Hold |
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|
2017
Q1 | $391K | Hold |
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|
2016
Q4 | $353K | Sell |
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|
2016
Q3 | $318K | Buy |
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|
2016
Q2 | $335K | Buy |
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|
2016
Q1 | $330K | Sell |
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|
2015
Q4 | $578K | Buy |
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|
2015
Q3 | $539K | Buy |
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|
2015
Q2 | $498K | Buy |
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|
2015
Q1 | $407K | Buy |
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