O'Brien Greene & Co’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-2,958
| Closed | -$286K | – | 110 |
|
2020
Q1 | $286K | Sell |
2,958
-267
| -8% | -$25.8K | 0.19% | 81 |
|
2019
Q4 | $466K | Sell |
3,225
-300
| -9% | -$43.3K | 0.24% | 80 |
|
2019
Q3 | $459K | Sell |
3,525
-23,670
| -87% | -$3.08M | 0.25% | 79 |
|
2019
Q2 | $3.8M | Buy |
27,195
+260
| +1% | +$36.3K | 1.99% | 18 |
|
2019
Q1 | $2.99M | Buy |
26,935
+1,000
| +4% | +$111K | 1.51% | 31 |
|
2018
Q4 | $2.84M | Buy |
+25,935
| New | +$2.84M | 1.69% | 25 |
|