Wealthspire Advisors (Maryland)’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $3.41M | Sell |
27,445
-6,268
| -19% | -$778K | 0.12% | 87 |
|
|
2020
Q2 | $3.76M | Sell |
33,713
-1,086
| -3% | -$121K | 0.27% | 58 |
|
|
2020
Q1 | $3.36M | Sell |
34,799
-356
| -1% | -$34.4K | 0.29% | 53 |
|
|
2019
Q4 | $5.09M | Buy |
35,155
+318
| +0.9% | +$46K | 0.34% | 52 |
|
|
2019
Q3 | $4.54M | Sell |
34,837
-1,286
| -4% | -$168K | 0.33% | 50 |
|
|
2019
Q2 | $5.04M | Sell |
36,123
-110
| -0.3% | -$15.4K | 0.38% | 49 |
|
|
2019
Q1 | $4.02M | Buy |
36,233
+5,404
| +18% | +$600K | 0.3% | 53 |
|
|
2018
Q4 | $3.38M | Buy |
30,829
+941
| +3% | +$103K | 0.3% | 53 |
|
|
2018
Q3 | $3.5M | Buy |
29,888
+958
| +3% | +$112K | 0.29% | 52 |
|
|
2018
Q2 | $3.03M | Sell |
28,930
-1,238
| -4% | -$130K | 0.27% | 57 |
|
|
2018
Q1 | $3.03M | Sell |
30,168
-674
| -2% | -$67.7K | 0.29% | 58 |
|
|
2017
Q4 | $3.32M | Buy |
30,842
+1,702
| +6% | +$183K | 0.32% | 55 |
|
|
2017
Q3 | $2.87M | Buy |
29,140
+776
| +3% | +$76.5K | 0.31% | 53 |
|
|
2017
Q2 | $3.01M | Buy |
28,364
+6,803
| +32% | +$723K | 0.36% | 45 |
|
|
2017
Q1 | $2.45M | Buy |
21,561
+1,843
| +9% | +$209K | 0.35% | 44 |
|
|
2016
Q4 | $2.06M | Sell |
19,718
-769
| -4% | -$80.1K | 0.31% | 50 |
|
|
2016
Q3 | $1.9M | Sell |
20,487
-463
| -2% | -$43K | 0.3% | 58 |
|
|
2016
Q2 | $2.05M | Sell |
20,950
-978
| -4% | -$95.7K | 0.34% | 49 |
|
|
2016
Q1 | $2.18M | Buy |
21,928
+988
| +5% | +$98.1K | 0.38% | 46 |
|
|
2015
Q4 | $2.2M | Buy |
+20,940
| New | +$2.2M | 0.41% | 40 |
|