Patriot Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $6.68M | Sell |
60,955
-1,420
| -2% | -$156K | 0.98% | 41 |
|
|
2018
Q3 | $7.29M | Buy |
62,375
+1,305
| +2% | +$153K | 0.92% | 48 |
|
|
2018
Q2 | $6.4M | Buy |
61,070
+24,583
| +67% | +$2.58M | 0.88% | 45 |
|
|
2018
Q1 | $3.67M | Buy |
36,487
+854
| +2% | +$85.8K | 0.52% | 59 |
|
|
2017
Q4 | $3.83M | Buy |
35,633
+436
| +1% | +$46.9K | 0.54% | 60 |
|
|
2017
Q3 | $3.47M | Buy |
35,197
+67
| +0.2% | +$6.6K | 0.56% | 56 |
|
|
2017
Q2 | $3.73M | Buy |
35,130
+1,186
| +3% | +$126K | 0.62% | 58 |
|
|
2017
Q1 | $3.85M | Sell |
33,944
-31,624
| -48% | -$3.59M | 0.62% | 55 |
|
|
2016
Q4 | $6.83M | Sell |
65,568
-43
| -0.1% | -$4.48K | 1.29% | 29 |
|
|
2016
Q3 | $6.09M | Sell |
65,611
-1,846
| -3% | -$171K | 1.18% | 30 |
|
|
2016
Q2 | $6.6M | Buy |
67,457
+11,594
| +21% | +$1.13M | 1.3% | 29 |
|
|
2016
Q1 | $5.55M | Buy |
55,863
+17,190
| +44% | +$1.71M | 1.12% | 36 |
|
|
2015
Q4 | $4.06M | Buy |
38,673
+112
| +0.3% | +$11.8K | 0.84% | 48 |
|
|
2015
Q3 | $3.94M | Buy |
+38,561
| New | +$3.94M | 0.91% | 46 |
|