Stanford Investment Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,355
| Closed | -$454K | – | 74 |
|
|
2016
Q4 | $454K | Sell |
4,355
-3
| -0.1% | -$313 | 0.22% | 33 |
|
|
2016
Q3 | $405K | Buy |
4,358
+795
| +22% | +$73.9K | 0.19% | 38 |
|
|
2016
Q2 | $349K | Hold |
3,563
| – | – | 0.18% | 38 |
|
|
2016
Q1 | $354K | Buy |
3,563
+10
| +0.3% | +$994 | 0.2% | 38 |
|
|
2015
Q4 | $373K | Sell |
3,553
-47
| -1% | -$4.93K | 0.2% | 37 |
|
|
2015
Q3 | $368K | Hold |
3,600
| – | – | 0.27% | 31 |
|
|
2015
Q2 | $411K | Hold |
3,600
| – | – | 0.31% | 28 |
|
|
2015
Q1 | $378K | Sell |
3,600
-1,000
| -22% | -$105K | 0.3% | 32 |
|
|
2014
Q4 | $433K | Buy |
+4,600
| New | +$433K | 0.36% | 29 |
|