RGT Wealth Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $225K | Buy |
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|
2021
Q3 | $229K | Sell |
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|
2021
Q2 | $565K | Sell |
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|
2021
Q1 | $598K | Sell |
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|
2020
Q4 | $611K | Sell |
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|
2020
Q3 | $862K | Buy |
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|
2020
Q2 | $762K | Sell |
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|
2020
Q1 | $698K | Sell |
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|
2019
Q4 | $1.05M | Sell |
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|
2019
Q3 | $947K | Sell |
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|
2019
Q2 | $1.02M | Buy |
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|
2019
Q1 | $568K | Buy |
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|
2018
Q4 | $548K | Sell |
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|
2018
Q3 | $670K | Sell |
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|
2018
Q2 | $607K | Sell |
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|
2018
Q1 | $723K | Buy |
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|
2017
Q4 | $766K | Buy |
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|
2017
Q3 | $673K | Sell |
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|
2017
Q2 | $845K | Buy |
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|
2017
Q1 | $894K | Buy |
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|
2016
Q4 | $486K | Buy |
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|
2016
Q3 | $414K | Buy |
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