Kurt F. Somerville’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.9M | Sell |
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|
2023
Q2 | $4.51M | Buy |
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|
2023
Q1 | $4.59M | Buy |
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|
2022
Q4 | $2.88M | Sell |
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|
2022
Q3 | $7.6M | Buy |
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|
2022
Q2 | $7.61M | Sell |
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|
2022
Q1 | $11.1M | Sell |
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|
2021
Q4 | $13.3M | Sell |
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|
2021
Q3 | $14.6M | Sell |
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|
2021
Q2 | $15.2M | Buy |
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|
2021
Q1 | $15.9M | Sell |
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|
2020
Q4 | $15.8M | Buy |
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|
2020
Q3 | $10.5M | Buy |
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|
2020
Q2 | $9.2M | Buy |
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|
2020
Q1 | $7.7M | Buy |
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|
2019
Q4 | $10.6M | Buy |
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|
2019
Q3 | $9.27M | Buy |
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|
2019
Q2 | $9.87M | Buy |
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|
2019
Q1 | $7.1M | Buy |
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|
2018
Q4 | $4.58M | Buy |
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|
2018
Q3 | $385K | Buy |
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|
2018
Q2 | $238K | Hold |
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|
2018
Q1 | $228K | Hold |
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|
2017
Q4 | $244K | Hold |
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|
2017
Q3 | $223K | Hold |
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|
2017
Q2 | $240K | Hold |
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|
2017
Q1 | $256K | Hold |
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|
2016
Q4 | $236K | Hold |
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|
2016
Q3 | $210K | Hold |
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|
2016
Q2 | $221K | Hold |
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|
2016
Q1 | $224K | Sell |
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|
2015
Q4 | $254K | Sell |
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|
2015
Q3 | $273K | Buy |
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|
2015
Q2 | $241K | Hold |
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|
2015
Q1 | $222K | Hold |
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|
2014
Q4 | $200K | Buy |
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