Tirschwell & Loewy’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
Q1 | $3.2M | Buy |
28,832
+1,026
| +4% | +$115K | 0.44% | 36 |
|
|
2018
Q4 | $3.05M | Buy |
27,806
+7,200
| +35% | +$819K | 0.46% | 36 |
|
|
2018
Q3 | $2.41M | Buy |
20,606
+6,190
| +43% | +$689K | 0.3% | 39 |
|
|
2018
Q2 | $1.51M | Hold |
14,416
| – | – | 0.2% | 47 |
|
|
2018
Q1 | $1.45M | Buy |
14,416
+957
| +7% | +$102K | 0.2% | 52 |
|
|
2017
Q4 | $1.45M | Hold |
13,459
| – | – | 0.2% | 52 |
|
|
2017
Q3 | $1.33M | Hold |
13,459
| – | – | 0.2% | 54 |
|
|
2017
Q2 | $1.43M | Buy |
13,459
+700
| +5% | +$76.7K | 0.22% | 57 |
|
|
2017
Q1 | $1.45M | Sell |
12,759
-500
| -4% | -$55.1K | 0.23% | 56 |
|
|
2016
Q4 | $1.38M | Sell |
13,259
-2,320
| -15% | -$226K | 0.25% | 55 |
|
|
2016
Q3 | $1.45M | Hold |
15,579
| – | – | 0.24% | 56 |
|
|
2016
Q2 | $1.52M | Sell |
15,579
-1,500
| -9% | -$150K | 0.27% | 56 |
|
|
2016
Q1 | $1.7M | Sell |
17,079
-444
| -3% | -$42.9K | 0.3% | 56 |
|
|
2015
Q4 | $1.84M | Sell |
17,523
-450
| -3% | -$50.2K | 0.32% | 51 |
|
|
2015
Q3 | $1.84M | Sell |
17,973
-50
| -0.3% | -$5.45K | 0.35% | 47 |
|
|
2015
Q2 | $2.06M | Hold |
18,023
| – | – | 0.35% | 47 |
|
|
2015
Q1 | $1.89M | Sell |
18,023
-350
| -2% | -$35.3K | 0.32% | 50 |
|
|
2014
Q4 | $1.73M | Hold |
18,373
| – | – | 0.28% | 51 |
|
|
2014
Q3 | $1.64M | Hold |
18,373
| – | – | 0.27% | 51 |
|
|
2014
Q2 | $1.57M | Hold |
18,373
| – | – | 0.26% | 52 |
|
|
2014
Q1 | $1.47M | Sell |
18,373
-975
| -5% | -$75.6K | 0.25% | 54 |
|
|
2013
Q4 | $1.48M | Hold |
19,348
| – | – | 0.26% | 54 |
|
|
2013
Q3 | $1.25M | Hold |
19,348
| – | – | 0.24% | 56 |
|
|
2013
Q2 | $1.22M | Buy |
+19,348
| New | +$1.22M | 0.26% | 58 |
|
Other funds holding DIS
