TrueWealth LLC’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$761K Sell
2020
Q1
$687K Buy
2019
Q4
$994K Buy
2019
Q3
$863K Buy
2019
Q2
$924K Sell
2019
Q1
$735K Buy
2018
Q4
$705K Buy
2018
Q3
$751K Buy
2018
Q2
$648K Buy
2018
Q1
$597K Sell
2017
Q4
$640K Buy