Peachtree Investment Advisors’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 | $452K | Hold |
4,126
| – | – | 0.35% | 48 |
|
|
2018
Q3 | $483K | Hold |
4,126
| – | – | 0.33% | 55 |
|
|
2018
Q2 | $432K | Sell |
4,126
-100
| -2% | -$10.5K | 0.31% | 54 |
|
|
2018
Q1 | $424K | Buy |
4,226
+10
| +0.2% | +$1K | 0.32% | 56 |
|
|
2017
Q4 | $453K | Hold |
4,216
| – | – | 0.35% | 57 |
|
|
2017
Q3 | $416K | Hold |
4,216
| – | – | 0.36% | 55 |
|
|
2017
Q2 | $448K | Sell |
4,216
-611
| -13% | -$64.9K | 0.38% | 56 |
|
|
2017
Q1 | $547K | Sell |
4,827
-100
| -2% | -$11.3K | 0.5% | 51 |
|
|
2016
Q4 | $514K | Sell |
4,927
-200
| -4% | -$20.9K | 0.5% | 54 |
|
|
2016
Q3 | $476K | Hold |
5,127
| – | – | 0.47% | 53 |
|
|
2016
Q2 | $502K | Hold |
5,127
| – | – | 0.51% | 53 |
|
|
2016
Q1 | $509K | Hold |
5,127
| – | – | 0.51% | 55 |
|
|
2015
Q4 | $539K | Sell |
5,127
-700
| -12% | -$73.6K | 0.56% | 51 |
|
|
2015
Q3 | $596K | Sell |
5,827
-395
| -6% | -$40.4K | 0.62% | 49 |
|
|
2015
Q2 | $710K | Sell |
6,222
-100
| -2% | -$11.4K | 0.53% | 58 |
|
|
2015
Q1 | $663K | Buy |
6,322
+1,350
| +27% | +$142K | 0.48% | 65 |
|
|
2014
Q4 | $468K | Hold |
4,972
| – | – | 0.31% | 87 |
|
|
2014
Q3 | $443K | Sell |
4,972
-313
| -6% | -$27.9K | 0.3% | 88 |
|
|
2014
Q2 | $453K | Buy |
+5,285
| New | +$453K | 0.3% | 87 |
|