Stanley-Laman Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,519
| Closed | -$823K | – | 241 |
|
|
2020
Q1 | $823K | Sell |
8,519
-518
| -6% | -$50K | 0.25% | 115 |
|
|
2019
Q4 | $1.31M | Sell |
9,037
-690
| -7% | -$99.8K | 0.31% | 101 |
|
|
2019
Q3 | $1.27M | Sell |
9,727
-741
| -7% | -$96.6K | 0.31% | 93 |
|
|
2019
Q2 | $1.46M | Buy |
10,468
+823
| +9% | +$115K | 0.35% | 80 |
|
|
2019
Q1 | $1.07M | Sell |
9,645
-421
| -4% | -$46.7K | 0.26% | 116 |
|
|
2018
Q4 | $1.1M | Buy |
10,066
+34
| +0.3% | +$3.73K | 0.31% | 98 |
|
|
2018
Q3 | $1.17M | Buy |
10,032
+103
| +1% | +$12K | 0.29% | 101 |
|
|
2018
Q2 | $1.04M | Buy |
9,929
+688
| +7% | +$72.1K | 0.23% | 125 |
|
|
2018
Q1 | $928K | Sell |
9,241
-63
| -0.7% | -$6.33K | 0.21% | 134 |
|
|
2017
Q4 | $1M | Sell |
9,304
-5,313
| -36% | -$571K | 0.22% | 129 |
|
|
2017
Q3 | $1.44M | Sell |
14,617
-60,644
| -81% | -$5.98M | 0.38% | 84 |
|
|
2017
Q2 | $8M | Buy |
75,261
+3,273
| +5% | +$348K | 2.17% | 4 |
|
|
2017
Q1 | $8.16M | Sell |
71,988
-37,574
| -34% | -$4.26M | 2.21% | 4 |
|
|
2016
Q4 | $11.4M | Buy |
109,562
+2,450
| +2% | +$255K | 3.54% | 2 |
|
|
2016
Q3 | $9.95M | Buy |
+107,112
| New | +$9.95M | 4.07% | 4 |
|
|
2015
Q1 | – | Sell |
-3,124
| Closed | -$294K | – | 311 |
|
|
2014
Q4 | $294K | Buy |
+3,124
| New | +$294K | 0.06% | 263 |
|