Taylor Wealth Management Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.59M | Sell |
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|
2022
Q1 | $5.89M | Buy |
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|
2021
Q4 | $6.29M | Sell |
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|
2021
Q3 | $6.88M | Buy |
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|
2021
Q2 | $6.71M | Sell |
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|
2021
Q1 | $7.08M | Sell |
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|
2020
Q4 | $6.97M | Sell |
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|
2020
Q3 | $4.89M | Buy |
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|
2020
Q2 | $4.38M | Sell |
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|
2020
Q1 | $5.93M | Sell |
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|
2019
Q4 | $9.5M | Sell |
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|
2019
Q3 | $8.69M | Sell |
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|
2019
Q2 | $9.32M | Buy |
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|
2019
Q1 | $4.66M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $56K | Hold |
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|
2017
Q3 | $52K | Sell |
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|
2017
Q2 | $202K | Hold |
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|
2017
Q1 | $215K | Sell |
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|
2016
Q4 | $205K | Sell |
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|
2016
Q3 | $198K | Hold |
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|
2016
Q2 | $208K | Hold |
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|
2016
Q1 | $212K | Buy |
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|
2015
Q4 | $124K | Hold |
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|
2015
Q3 | $121K | Sell |
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|
2015
Q2 | $154K | Buy |
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|
2015
Q1 | $25K | Buy |
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