Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.31M | Buy |
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|
2020
Q1 | $904K | Buy |
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|
2019
Q4 | $1.31M | Sell |
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|
2019
Q3 | $1.21M | Buy |
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|
2019
Q2 | $1.23M | Sell |
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|
2019
Q1 | $1.02M | Sell |
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|
2018
Q4 | $1.05M | Sell |
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|
2018
Q3 | $1.2M | Buy |
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|
2018
Q2 | $85K | Buy |
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|
2018
Q1 | $75K | Buy |
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|
2017
Q4 | $76K | Sell |
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|
2017
Q3 | $78K | Buy |
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|
2017
Q2 | $74K | Buy |
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|
2017
Q1 | $75K | Sell |
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|
2016
Q4 | $80K | Buy |
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|
2016
Q3 | $67K | Hold |
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|
2016
Q2 | $70K | Buy |
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|
2016
Q1 | $59K | Sell |
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|
2015
Q4 | $68K | Buy |
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|
2015
Q3 | $62K | Hold |
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|
2015
Q2 | $70K | Buy |
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|
2015
Q1 | $59K | Hold |
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|
2014
Q4 | $53K | Hold |
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|
2014
Q3 | $50K | Hold |
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|
2014
Q2 | $49K | Sell |
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|
2014
Q1 | $66K | Sell |
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|
2013
Q4 | $83K | Buy |
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