Roosevelt Investment Group’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
Q3 | $969K | Sell |
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|
2022
Q2 | $982K | Sell |
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|
2022
Q1 | $1.44M | Buy |
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|
2021
Q4 | $1.26M | Buy |
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|
2021
Q3 | $1.32M | Sell |
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|
2021
Q2 | $1.37M | Buy |
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|
2021
Q1 | $1.17M | Buy |
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|
2020
Q4 | $1.12M | Sell |
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|
2020
Q3 | $792K | Sell |
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|
2020
Q2 | $737K | Buy |
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|
2020
Q1 | $611K | Sell |
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|
2019
Q4 | $976K | Buy |
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|
2019
Q3 | $853K | Buy |
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|
2019
Q2 | $901K | Buy |
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|
2019
Q1 | $709K | Buy |
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|
2018
Q4 | $324K | Buy |
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|
2018
Q3 | $339K | Sell |
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|
2018
Q2 | $10.8M | Sell |
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|
2018
Q1 | $13.5M | Sell |
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|
2017
Q4 | $16.3M | Sell |
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|
2017
Q3 | $15.3M | Sell |
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|
2017
Q2 | $17.4M | Sell |
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|
2017
Q1 | $19.8M | Sell |
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|
2016
Q4 | $22.5M | Buy |
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|
2016
Q3 | $15.9M | Sell |
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|
2016
Q2 | $19.5M | Sell |
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|
2016
Q1 | $19.8M | Sell |
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|
2015
Q4 | $26.6M | Buy |
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|
2015
Q3 | $608K | Buy |
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|
2015
Q2 | $447K | Buy |
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|
2015
Q1 | $349K | Buy |
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|
2014
Q4 | $262K | Buy |
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|
2014
Q3 | $231K | Buy |
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|
2014
Q2 | $216K | Buy |
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