Richard C. Young & 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
Q3 | – | Sell |
-67,840
| Closed | -$7.57M | – | 76 |
|
|
2020
Q2 | $7.57M | Sell |
67,840
-2,708
| -4% | -$302K | 1.26% | 33 |
|
|
2020
Q1 | $6.82M | Buy |
70,548
+1,827
| +3% | +$176K | 1.32% | 36 |
|
|
2019
Q4 | $9.94M | Buy |
68,721
+1,637
| +2% | +$237K | 1.66% | 27 |
|
|
2019
Q3 | $8.74M | Buy |
67,084
+1,243
| +2% | +$162K | 1.57% | 31 |
|
|
2019
Q2 | $9.19M | Buy |
65,841
+8,943
| +16% | +$1.25M | 1.74% | 23 |
|
|
2019
Q1 | $6.32M | Buy |
56,898
+31,151
| +121% | +$3.46M | 1.21% | 38 |
|
|
2018
Q4 | $2.82M | Buy |
25,747
+22,704
| +746% | +$2.49M | 0.6% | 49 |
|
|
2018
Q3 | $356K | Buy |
+3,043
| New | +$356K | 0.07% | 59 |
|