MIAN
Mariner Independent Advisor Network’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $10.6M | Buy |
112,235
+6,104
| +6% | +$576K | 0.45% | 50 |
|
|
2022
Q2 | $10.3M | Buy |
106,131
+7,472
| +8% | +$722K | 0.43% | 52 |
|
|
2022
Q1 | $13.5M | Buy |
98,659
+22,806
| +30% | +$3.12M | 0.52% | 41 |
|
|
2021
Q4 | $11.9M | Sell |
75,853
-6,569
| -8% | -$1.03M | 0.56% | 36 |
|
|
2021
Q3 | $14M | Buy |
82,422
+13,511
| +20% | +$2.29M | 0.68% | 24 |
|
|
2021
Q2 | $12.1M | Buy |
68,911
+13,077
| +23% | +$2.3M | 0.55% | 33 |
|
|
2021
Q1 | $10.3M | Buy |
55,834
+4,271
| +8% | +$788K | 0.54% | 37 |
|
|
2020
Q4 | $9.34M | Buy |
51,563
+4,690
| +10% | +$850K | 0.5% | 36 |
|
|
2020
Q3 | $5.82M | Sell |
46,873
-2,016
| -4% | -$250K | 0.48% | 49 |
|
|
2020
Q2 | $5.53M | Sell |
48,889
-24,870
| -34% | -$2.81M | 0.51% | 48 |
|
|
2020
Q1 | $7.03M | Buy |
73,759
+16,583
| +29% | +$1.58M | 0.63% | 36 |
|
|
2019
Q4 | $8.3M | Buy |
57,176
+873
| +2% | +$127K | 0.6% | 37 |
|
|
2019
Q3 | $7.3M | Buy |
56,303
+11,400
| +25% | +$1.48M | 0.55% | 43 |
|
|
2019
Q2 | $6.35M | Buy |
44,903
+9,277
| +26% | +$1.31M | 0.48% | 48 |
|
|
2019
Q1 | $4M | Sell |
35,626
-2,711
| -7% | -$305K | 0.34% | 75 |
|
|
2018
Q4 | $4.3M | Buy |
38,337
+5,430
| +17% | +$609K | 0.38% | 69 |
|
|
2018
Q3 | $3.85M | Buy |
+32,907
| New | +$3.85M | 0.48% | 53 |
|
|
2018
Q2 | – | Sell |
-84,819
| Closed | -$8.52M | – | 180 |
|
|
2018
Q1 | $8.52M | Buy |
84,819
+49,259
| +139% | +$4.95M | 0.52% | 45 |
|
|
2017
Q4 | $3.82M | Buy |
+35,560
| New | +$3.82M | 0.4% | 66 |
|
|
2017
Q3 | – | Sell |
-59,033
| Closed | -$6.27M | – | 165 |
|
|
2017
Q2 | $6.27M | Buy |
+59,033
| New | +$6.27M | 0.9% | 30 |
|
|
2017
Q1 | – | Sell |
-68,460
| Closed | -$7.14M | – | 268 |
|
|
2016
Q4 | $7.14M | Sell |
68,460
-6,920
| -9% | -$721K | 1.16% | 25 |
|
|
2016
Q3 | $7M | Buy |
75,380
+12,506
| +20% | +$1.16M | 1% | 27 |
|
|
2016
Q2 | $6.15M | Buy |
62,874
+29,425
| +88% | +$2.88M | 1.16% | 21 |
|
|
2016
Q1 | $3.32M | Buy |
+33,449
| New | +$3.32M | 1.06% | 31 |
|