Pictet North America Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,200
| Closed | -$221K | – | 129 |
|
|
2021
Q1 | $221K | Sell |
1,200
-6,550
| -85% | -$1.21M | 0.03% | 118 |
|
|
2020
Q4 | $1.4M | Sell |
7,750
-100
| -1% | -$18.1K | 0.18% | 65 |
|
|
2020
Q3 | $974K | Hold |
7,850
| – | – | 0.14% | 79 |
|
|
2020
Q2 | $875K | Buy |
+7,850
| New | +$875K | 0.13% | 81 |
|
|
2020
Q1 | – | Sell |
-1,800
| Closed | -$260K | – | 144 |
|
|
2019
Q4 | $260K | Buy |
+1,800
| New | +$260K | 0.03% | 143 |
|
|
2017
Q2 | – | Sell |
-2,940
| Closed | -$333K | – | 133 |
|
|
2017
Q1 | $333K | Buy |
+2,940
| New | +$333K | 0.06% | 100 |
|