Mariner Wealth Advisors (Cincinnati)’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $3.45M | Sell |
29,522
-2,445
| -8% | -$286K | 0.19% | 88 |
|
|
2018
Q2 | $3.35M | Sell |
31,967
-191,990
| -86% | -$20.1M | 0.2% | 81 |
|
|
2018
Q1 | $22.5M | Sell |
223,957
-22,266
| -9% | -$2.24M | 1.38% | 20 |
|
|
2017
Q4 | $26.5M | Buy |
246,223
+5,776
| +2% | +$621K | 1.6% | 15 |
|
|
2017
Q3 | $23.7M | Buy |
240,447
+5,617
| +2% | +$554K | 1.53% | 18 |
|
|
2017
Q2 | $25M | Buy |
234,830
+2,057
| +0.9% | +$219K | 1.74% | 10 |
|
|
2017
Q1 | $26.4M | Buy |
232,773
+4,697
| +2% | +$533K | 1.9% | 7 |
|
|
2016
Q4 | $23.8M | Sell |
228,076
-2,304
| -1% | -$240K | 1.85% | 8 |
|
|
2016
Q3 | $21.4M | Buy |
230,380
+2,845
| +1% | +$264K | 1.82% | 10 |
|
|
2016
Q2 | $22.3M | Buy |
227,535
+5,297
| +2% | +$518K | 1.99% | 8 |
|
|
2016
Q1 | $22.1M | Buy |
222,238
+5,020
| +2% | +$499K | 2.16% | 7 |
|
|
2015
Q4 | $22.8M | Buy |
+217,218
| New | +$22.8M | 2.23% | 7 |
|
|
2015
Q1 | $22.1M | Sell |
210,667
-886
| -0.4% | -$92.9K | 3.11% | 3 |
|
|
2014
Q4 | $19.9M | Buy |
211,553
+5,732
| +3% | +$540K | 2.88% | 5 |
|
|
2014
Q3 | $18.3M | Sell |
205,821
-2,984
| -1% | -$266K | 2.94% | 4 |
|
|
2014
Q2 | $17.9M | Buy |
208,805
+2,725
| +1% | +$234K | 2.82% | 1 |
|
|
2014
Q1 | $16.5M | Sell |
206,080
-1,132
| -0.5% | -$90.6K | 2.68% | 2 |
|
|
2013
Q4 | $15.8M | Buy |
207,212
+1,732
| +0.8% | +$132K | 2.61% | 6 |
|
|
2013
Q3 | $13.3M | Buy |
205,480
+6,084
| +3% | +$392K | 2.46% | 8 |
|
|
2013
Q2 | $12.6M | Buy |
+199,396
| New | +$12.6M | 2.5% | 8 |
|