TWM
Torch Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $4.23M | Buy |
29,216
+313
| +1% | +$45.3K | 2.33% | 6 |
|
|
2019
Q3 | $3.77M | Sell |
28,903
-875
| -3% | -$114K | 2.23% | 6 |
|
|
2019
Q2 | $4.16M | Sell |
29,778
-165
| -0.6% | -$23K | 2.49% | 6 |
|
|
2019
Q1 | $3.33M | Sell |
29,943
-412
| -1% | -$45.8K | 2.05% | 8 |
|
|
2018
Q4 | $3.33M | Buy |
30,355
+815
| +3% | +$89.4K | 2.38% | 6 |
|
|
2018
Q3 | $3.45M | Buy |
29,540
+210
| +0.7% | +$24.6K | 2.07% | 7 |
|
|
2018
Q2 | $3.07M | Buy |
29,330
+215
| +0.7% | +$22.5K | 1.93% | 9 |
|
|
2018
Q1 | $2.92M | Sell |
29,115
-125
| -0.4% | -$12.6K | 1.9% | 11 |
|
|
2017
Q4 | $3.14M | Buy |
29,240
+275
| +0.9% | +$29.6K | 1.92% | 8 |
|
|
2017
Q3 | $2.86M | Sell |
28,965
-454
| -2% | -$44.8K | 1.87% | 14 |
|
|
2017
Q2 | $3.13M | Buy |
29,419
+45
| +0.2% | +$4.78K | 2.16% | 8 |
|
|
2017
Q1 | $3.33M | Buy |
29,374
+325
| +1% | +$36.9K | 2.22% | 5 |
|
|
2016
Q4 | $3.03M | Hold |
29,049
| – | – | 2.14% | 9 |
|
|
2016
Q3 | $2.7M | Buy |
29,049
+1,800
| +7% | +$167K | 1.96% | 12 |
|
|
2016
Q2 | $2.67M | Buy |
27,249
+454
| +2% | +$44.4K | 1.95% | 11 |
|
|
2016
Q1 | $2.66M | Buy |
26,795
+225
| +0.8% | +$22.3K | 2% | 9 |
|
|
2015
Q4 | $2.79M | Hold |
26,570
| – | – | 2.04% | 10 |
|
|
2015
Q3 | $2.72M | Sell |
26,570
-600
| -2% | -$61.3K | 2.09% | 8 |
|
|
2015
Q2 | $3.1M | Buy |
27,170
+2,110
| +8% | +$241K | 2.15% | 5 |
|
|
2015
Q1 | $2.63M | Buy |
25,060
+1,650
| +7% | +$173K | 2.03% | 9 |
|
|
2014
Q4 | $2.21M | Sell |
23,410
-4,720
| -17% | -$445K | 1.69% | 21 |
|
|
2014
Q3 | $2.5M | Sell |
28,130
-570
| -2% | -$50.7K | 1.84% | 12 |
|
|
2014
Q2 | $2.46M | Sell |
28,700
-200
| -0.7% | -$17.2K | 1.67% | 15 |
|
|
2014
Q1 | $2.31M | Buy |
28,900
+2,100
| +8% | +$168K | 1.68% | 16 |
|
|
2013
Q4 | $2.05M | Buy |
+26,800
| New | +$2.05M | 1.56% | 18 |
|