Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.3M | Sell |
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|
2023
Q2 | $1.76M | Buy |
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|
2023
Q1 | $1.95M | Sell |
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|
2022
Q4 | $1.73M | Sell |
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|
2022
Q3 | $2.32M | Sell |
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|
2022
Q2 | $2.44M | Buy |
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|
2022
Q1 | $3.4M | Sell |
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|
2021
Q4 | $3.9M | Sell |
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|
2021
Q3 | $4.35M | Sell |
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|
2021
Q2 | $4.66M | Sell |
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|
2021
Q1 | $4.87M | Buy |
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|
2020
Q4 | $3.6M | Sell |
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|
2020
Q3 | $2.59M | Buy |
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|
2020
Q2 | $2.23M | Sell |
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|
2020
Q1 | $3.18M | Sell |
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|
2019
Q4 | $4.86M | Sell |
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|
2019
Q3 | $5.61M | Buy |
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|
2019
Q2 | $5.49M | Buy |
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|
2019
Q1 | $3.88M | Buy |
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|
2018
Q4 | $3.56M | Buy |
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|
2018
Q3 | $3.49M | Buy |
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|
2018
Q2 | $3.13M | Sell |
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|
2018
Q1 | $3M | Buy |
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|
2017
Q4 | $3.21M | Sell |
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|
2017
Q3 | $3.09M | Buy |
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|
2017
Q2 | $3.32M | Buy |
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|
2017
Q1 | $3.28M | Buy |
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|
2016
Q4 | $2.97M | Buy |
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|
2016
Q3 | $2.6M | Buy |
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|
2016
Q2 | $2.51M | Buy |
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|
2016
Q1 | $737K | Buy |
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|
2015
Q4 | $725K | Buy |
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|
2015
Q3 | $631K | Buy |
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|
2015
Q2 | $673K | Hold |
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|
2015
Q1 | $619K | Buy |
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