Stevens First Principles Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $205K | Buy |
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|
2019
Q1 | $159K | Buy |
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|
2018
Q4 | $40K | Sell |
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|
2018
Q3 | $51K | Buy |
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|
2018
Q2 | $35K | Sell |
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|
2018
Q1 | $124K | Buy |
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|
2017
Q4 | $122K | Hold |
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|
2017
Q3 | $112K | Sell |
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|
2017
Q2 | $142K | Sell |
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|
2017
Q1 | $167K | Sell |
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|
2016
Q4 | $169K | Hold |
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|
2016
Q3 | $151K | Hold |
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|
2016
Q2 | $159K | Hold |
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|
2016
Q1 | $161K | Buy |
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|
2015
Q4 | $166K | Sell |
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|
2015
Q3 | $458K | Buy |
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|
2015
Q2 | $249K | Buy |
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|
2015
Q1 | $166K | Sell |
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|
2014
Q4 | $158K | Hold |
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|
2014
Q3 | $150K | Hold |
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|
2014
Q2 | $144K | Hold |
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|
2014
Q1 | $135K | Hold |
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|
2013
Q4 | $128K | Hold |
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|
2013
Q3 | $108K | Sell |
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|
2013
Q2 | $134K | Buy |
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