Vontobel Swiss Wealth Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $7.26M | Buy |
42,140
+5,219
| +14% | +$899K | 3.73% | 13 |
|
|
2021
Q1 | $6.81M | Buy |
36,921
+4,687
| +15% | +$865K | 3.8% | 9 |
|
|
2020
Q4 | $5.84M | Sell |
32,234
-13,292
| -29% | -$2.41M | 3.32% | 15 |
|
|
2020
Q3 | $5.51M | Sell |
45,526
-231
| -0.5% | -$27.9K | 3.85% | 11 |
|
|
2020
Q2 | $5.1M | Buy |
45,757
+2,954
| +7% | +$329K | 3.35% | 12 |
|
|
2020
Q1 | $4.14M | Buy |
+42,803
| New | +$4.14M | 3.15% | 11 |
|
|
2019
Q4 | – | Sell |
-3,466
| Closed | -$452K | – | 98 |
|
|
2019
Q3 | $452K | Buy |
3,466
+1,155
| +50% | +$151K | 0.29% | 69 |
|
|
2019
Q2 | $323K | Sell |
2,311
-26,044
| -92% | -$3.64M | 0.17% | 97 |
|
|
2019
Q1 | $3.11M | Buy |
28,355
+14,101
| +99% | +$1.55M | 3.38% | 19 |
|
|
2018
Q4 | $1.56M | Sell |
14,254
-1,370
| -9% | -$150K | 1.16% | 33 |
|
|
2018
Q3 | $1.82M | Sell |
15,624
-1,147
| -7% | -$134K | 1.07% | 33 |
|
|
2018
Q2 | $1.76M | Sell |
16,771
-785
| -4% | -$82.3K | 1% | 32 |
|
|
2018
Q1 | $1.76M | Sell |
17,556
-614
| -3% | -$61.7K | 0.93% | 34 |
|
|
2017
Q4 | $1.95M | Buy |
18,170
+945
| +5% | +$101K | 1.15% | 31 |
|
|
2017
Q3 | $1.7M | Buy |
17,225
+115
| +0.7% | +$11.3K | 1.04% | 33 |
|
|
2017
Q2 | $1.82M | Buy |
17,110
+235
| +1% | +$25K | 1.16% | 30 |
|
|
2017
Q1 | $1.91M | Sell |
16,875
-2,113
| -11% | -$240K | 1.04% | 27 |
|
|
2016
Q4 | $1.98M | Buy |
18,988
+6,777
| +55% | +$706K | 1.22% | 27 |
|
|
2016
Q3 | $1.13M | Buy |
12,211
+635
| +5% | +$59K | 0.61% | 39 |
|
|
2016
Q2 | $1.02M | Buy |
11,576
+1,565
| +16% | +$138K | 0.6% | 42 |
|
|
2016
Q1 | $994K | Buy |
+10,011
| New | +$994K | 0.53% | 43 |
|