Wellesley Investment Partners’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
Q3 | $873K | Sell |
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|
2020
Q2 | $867K | Sell |
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|
2020
Q1 | $813K | Sell |
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|
2019
Q4 | $1.4M | Sell |
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|
2019
Q3 | $1.39M | Buy |
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|
2019
Q2 | $1.45M | Sell |
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|
2019
Q1 | $1.35M | Sell |
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|
2018
Q4 | $1.42M | Sell |
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|
2018
Q3 | $1.53M | Buy |
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|
2018
Q2 | $1.32M | Buy |
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|
2018
Q1 | $1.22M | Buy |
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|
2017
Q4 | $1.23M | Buy |
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|
2017
Q3 | $1.07M | Buy |
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|
2017
Q2 | $1.14M | Buy |
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|
2017
Q1 | $1.2M | Buy |
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|
2016
Q4 | $1.05M | Buy |
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|
2016
Q3 | $747K | Buy |
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|
2016
Q2 | $643K | Buy |
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|
2016
Q1 | $618K | Buy |
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|
2015
Q4 | $612K | Buy |
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