WFG Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.06M | Sell |
9,944
-1,371
| -12% | -$146K | 0.24% | 105 |
|
|
2017
Q1 | $1.28M | Sell |
11,315
-9,098
| -45% | -$1.03M | 0.34% | 72 |
|
|
2016
Q4 | $2.13M | Buy |
20,413
+1,255
| +7% | +$131K | 0.52% | 43 |
|
|
2016
Q3 | $1.78M | Buy |
19,158
+4,193
| +28% | +$389K | 0.44% | 54 |
|
|
2016
Q2 | $1.46M | Buy |
14,965
+2,575
| +21% | +$252K | 0.39% | 62 |
|
|
2016
Q1 | $1.23M | Buy |
12,390
+3,754
| +43% | +$373K | 0.36% | 69 |
|
|
2015
Q4 | $908K | Sell |
8,636
-29
| -0.3% | -$3.05K | 0.27% | 87 |
|
|
2015
Q3 | $886K | Buy |
8,665
+1,018
| +13% | +$104K | 0.28% | 80 |
|
|
2015
Q2 | $873K | Buy |
7,647
+1,144
| +18% | +$131K | 0.24% | 94 |
|
|
2015
Q1 | $682K | Sell |
6,503
-10,141
| -61% | -$1.06M | 0.19% | 123 |
|
|
2014
Q4 | $1.57M | Buy |
16,644
+385
| +2% | +$36.3K | 0.32% | 64 |
|
|
2014
Q3 | $1.45M | Sell |
16,259
-883
| -5% | -$78.6K | 0.28% | 77 |
|
|
2014
Q2 | $1.47M | Buy |
17,142
+5,758
| +51% | +$494K | 0.27% | 77 |
|
|
2014
Q1 | $911K | Sell |
11,384
-349
| -3% | -$27.9K | 0.18% | 131 |
|
|
2013
Q4 | $896K | Sell |
11,733
-1,489
| -11% | -$114K | 0.13% | 184 |
|
|
2013
Q3 | $853K | Buy |
13,222
+420
| +3% | +$27.1K | 0.13% | 185 |
|
|
2013
Q2 | $808K | Buy |
+12,802
| New | +$808K | 0.13% | 186 |
|