WCM Investment Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-5,512
| Closed | -$579K | – | 117 |
|
|
2015
Q4 | $579K | Buy |
5,512
+24
| +0.4% | +$2.52K | 0.01% | 90 |
|
|
2015
Q3 | $561K | Hold |
5,488
| – | – | 0.01% | 91 |
|
|
2015
Q2 | $626K | Hold |
5,488
| – | – | 0.01% | 95 |
|
|
2015
Q1 | $576K | Hold |
5,488
| – | – | 0.01% | 118 |
|
|
2014
Q4 | $517K | Sell |
5,488
-170
| -3% | -$16K | 0.01% | 96 |
|
|
2014
Q3 | $504K | Hold |
5,658
| – | – | 0.02% | 95 |
|
|
2014
Q2 | $485K | Hold |
5,658
| – | – | 0.01% | 121 |
|
|
2014
Q1 | $453K | Buy |
5,658
+15
| +0.3% | +$1.2K | 0.02% | 117 |
|
|
2013
Q4 | $431K | Hold |
5,643
| – | – | 0.02% | 112 |
|
|
2013
Q3 | $364K | Sell |
5,643
-890
| -14% | -$57.4K | 0.02% | 111 |
|
|
2013
Q2 | $413K | Buy |
+6,533
| New | +$413K | 0.02% | 119 |
|