Ladenburg Thalmann Financial Services’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $72.1M | Buy |
525,251
+59,214
| +13% | +$8.13M | 0.45% | 39 |
|
2019
Q3 | $60.7M | Buy |
466,037
+70,963
| +18% | +$9.25M | 0.42% | 48 |
|
2019
Q2 | $55.4M | Buy |
395,074
+37,464
| +10% | +$5.25M | 0.4% | 51 |
|
2019
Q1 | $39.8M | Buy |
357,610
+35,330
| +11% | +$3.93M | 0.3% | 65 |
|
2018
Q4 | $35.3M | Buy |
322,280
+26,868
| +9% | +$2.95M | 0.32% | 69 |
|
2018
Q3 | $34.5M | Buy |
295,412
+24,386
| +9% | +$2.85M | 0.29% | 78 |
|
2018
Q2 | $27.2M | Hold |
271,026
| – | – | 0.25% | 91 |
|
2018
Q1 | $27.2M | Sell |
271,026
-4,100
| -1% | -$412K | 0.25% | 91 |
|
2017
Q4 | $29.6M | Buy |
275,126
+8,661
| +3% | +$931K | 0.28% | 80 |
|
2017
Q3 | $26.3M | Sell |
266,465
-3,070
| -1% | -$303K | 0.29% | 81 |
|
2017
Q2 | $28.6M | Buy |
269,535
+13,885
| +5% | +$1.48M | 0.34% | 64 |
|
2017
Q1 | $29M | Buy |
255,650
+8,691
| +4% | +$985K | 0.37% | 53 |
|
2016
Q4 | $25.7M | Buy |
246,959
+20,040
| +9% | +$2.08M | 0.36% | 55 |
|
2016
Q3 | $21.1M | Buy |
226,919
+10,534
| +5% | +$978K | 0.32% | 68 |
|
2016
Q2 | $21.2M | Buy |
216,385
+13,020
| +6% | +$1.27M | 0.34% | 67 |
|
2016
Q1 | $20.2M | Buy |
203,365
+23,189
| +13% | +$2.3M | 0.36% | 59 |
|
2015
Q4 | $18.9M | Buy |
180,176
+11,046
| +7% | +$1.16M | 0.35% | 61 |
|
2015
Q3 | $17.2M | Buy |
169,130
+24,355
| +17% | +$2.48M | 0.35% | 65 |
|
2015
Q2 | $16.5M | Buy |
144,775
+27,970
| +24% | +$3.18M | 0.3% | 78 |
|
2015
Q1 | $12.2M | Buy |
116,805
+26,566
| +29% | +$2.78M | 0.23% | 98 |
|
2014
Q4 | $8.49M | Buy |
90,239
+17,871
| +25% | +$1.68M | 0.19% | 118 |
|
2014
Q3 | $6.45M | Sell |
72,368
-436
| -0.6% | -$38.9K | 0.18% | 117 |
|
2014
Q2 | $6.22M | Buy |
72,804
+347
| +0.5% | +$29.6K | 0.17% | 117 |
|
2014
Q1 | $5.81M | Sell |
72,457
-352
| -0.5% | -$28.2K | 0.17% | 107 |
|
2013
Q4 | $5.48M | Buy |
72,809
+2,282
| +3% | +$172K | 0.17% | 108 |
|
2013
Q3 | $4.5M | Buy |
70,527
+3,306
| +5% | +$211K | 0.15% | 125 |
|
2013
Q2 | $4.25M | Buy |
+67,221
| New | +$4.25M | 0.15% | 124 |
|