SVA Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $10.2M | Sell |
56,273
-1,285
| -2% | -$233K | 0.89% | 21 |
|
|
2020
Q3 | $7.14M | Buy |
57,558
+2,697
| +5% | +$335K | 0.71% | 29 |
|
|
2020
Q2 | $6.12M | Buy |
54,861
+2,508
| +5% | +$280K | 0.65% | 32 |
|
|
2020
Q1 | $5.06M | Buy |
52,353
+16,138
| +45% | +$1.56M | 0.58% | 38 |
|
|
2019
Q4 | $5.24M | Sell |
36,215
-220
| -0.6% | -$31.8K | 0.48% | 43 |
|
|
2019
Q3 | $4.75M | Sell |
36,435
-76
| -0.2% | -$9.9K | 0.47% | 47 |
|
|
2019
Q2 | $5.1M | Sell |
36,511
-12,720
| -26% | -$1.78M | 0.5% | 44 |
|
|
2019
Q1 | $5.47M | Buy |
49,231
+3,121
| +7% | +$347K | 0.53% | 47 |
|
|
2018
Q4 | $5.06M | Buy |
46,110
+2,791
| +6% | +$306K | 0.57% | 44 |
|
|
2018
Q3 | $5.07M | Buy |
43,319
+24,698
| +133% | +$2.89M | 0.51% | 52 |
|
|
2018
Q2 | $1.95M | Sell |
18,621
-47,717
| -72% | -$5M | 0.21% | 91 |
|
|
2018
Q1 | $6.54M | Buy |
66,338
+46,133
| +228% | +$4.55M | 0.81% | 34 |
|
|
2017
Q4 | $2.17M | Sell |
20,205
-46,133
| -70% | -$4.96M | 0.25% | 89 |
|
|
2017
Q3 | $6.54M | Sell |
66,338
-1,554
| -2% | -$153K | 0.81% | 34 |
|
|
2017
Q2 | $7.21M | Sell |
67,892
-1,125
| -2% | -$120K | 0.94% | 29 |
|
|
2017
Q1 | $7.83M | Sell |
69,017
-5,765
| -8% | -$654K | 1.06% | 21 |
|
|
2016
Q4 | $7.79M | Sell |
74,782
-3,130
| -4% | -$326K | 1.16% | 21 |
|
|
2016
Q3 | $7.24M | Buy |
77,912
+1,404
| +2% | +$130K | 1.13% | 23 |
|
|
2016
Q2 | $7.48M | Buy |
76,508
+449
| +0.6% | +$43.9K | 1.21% | 20 |
|
|
2016
Q1 | $7.55M | Sell |
76,059
-1,287
| -2% | -$128K | 1.25% | 20 |
|
|
2015
Q4 | $8.13M | Sell |
77,346
-69
| -0.1% | -$7.25K | 1.41% | 17 |
|
|
2015
Q3 | $7.91M | Buy |
77,415
+2,343
| +3% | +$239K | 1.48% | 14 |
|
|
2015
Q2 | $8.57M | Buy |
75,072
+167
| +0.2% | +$19.1K | 1.58% | 12 |
|
|
2015
Q1 | $7.86M | Buy |
74,905
+67,451
| +905% | +$7.08M | 1.43% | 12 |
|
|
2014
Q4 | $702K | Buy |
7,454
+395
| +6% | +$37.2K | 0.25% | 92 |
|
|
2014
Q3 | $628K | Buy |
7,059
+100
| +1% | +$8.9K | 0.27% | 88 |
|
|
2014
Q2 | $597K | Buy |
6,959
+235
| +3% | +$20.2K | 0.26% | 86 |
|
|
2014
Q1 | $538K | Buy |
6,724
+866
| +15% | +$69.3K | 0.25% | 89 |
|
|
2013
Q4 | $448K | Buy |
+5,858
| New | +$448K | 0.27% | 89 |
|