Marvin & Palmer Associates’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-45,850
| Closed | -$6.63M | – | 32 |
|
|
2019
Q4 | $6.63M | Sell |
45,850
-754
| -2% | -$109K | 3.91% | 14 |
|
|
2019
Q3 | $6.07M | Buy |
46,604
+977
| +2% | +$127K | 3.99% | 16 |
|
|
2019
Q2 | $6.37M | Buy |
45,627
+3,058
| +7% | +$427K | 4.22% | 10 |
|
|
2019
Q1 | $4.73M | Hold |
42,569
| – | – | 3.68% | 17 |
|
|
2018
Q4 | $4.67M | Buy |
+42,569
| New | +$4.67M | 4.02% | 14 |
|
|
2016
Q1 | – | Sell |
-15,450
| Closed | -$1.64M | – | 53 |
|
|
2015
Q4 | $1.64M | Sell |
15,450
-600
| -4% | -$63.5K | 1.68% | 33 |
|
|
2015
Q3 | $1.64M | Sell |
16,050
-2,450
| -13% | -$250K | 1.96% | 28 |
|
|
2015
Q2 | $2.11M | Sell |
18,500
-200
| -1% | -$22.8K | 2% | 25 |
|
|
2015
Q1 | $1.96M | Buy |
18,700
+1,756
| +10% | +$184K | 1.7% | 29 |
|
|
2014
Q4 | $1.61M | Sell |
16,944
-366
| -2% | -$34.9K | 1.64% | 28 |
|
|
2014
Q3 | $1.54M | Sell |
17,310
-4,850
| -22% | -$432K | 1.57% | 28 |
|
|
2014
Q2 | $1.9M | Sell |
22,160
-800
| -3% | -$68.6K | 1.65% | 20 |
|
|
2014
Q1 | $1.84M | Sell |
22,960
-5,040
| -18% | -$403K | 1.61% | 23 |
|
|
2013
Q4 | $2.14M | Sell |
28,000
-3,200
| -10% | -$244K | 1.28% | 26 |
|
|
2013
Q3 | $2.01M | Sell |
31,200
-39,800
| -56% | -$2.57M | 1.32% | 25 |
|
|
2013
Q2 | $4.48M | Buy |
+71,000
| New | +$4.48M | 2.43% | 14 |
|