Wheatland Advisors’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
Q2 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $593K | Sell |
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|
2019
Q3 | $586K | Sell |
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|
2019
Q2 | $679K | Buy |
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|
2019
Q1 | $473K | Buy |
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|
2018
Q4 | $461K | Hold |
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|
2018
Q3 | $491K | Hold |
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|
2018
Q2 | $440K | Hold |
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|
2018
Q1 | $422K | Hold |
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|
2017
Q4 | $452K | Buy |
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|
2017
Q3 | $394K | Hold |
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|
2017
Q2 | $425K | Hold |
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|
2017
Q1 | $454K | Hold |
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|
2016
Q4 | $417K | Sell |
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|
2016
Q3 | $381K | Hold |
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|
2016
Q2 | $401K | Sell |
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|
2016
Q1 | $417K | Hold |
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|
2015
Q4 | $441K | Hold |
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|
2015
Q3 | $429K | Sell |
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|
2015
Q2 | $488K | Hold |
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|
2015
Q1 | $448K | Sell |
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|
2014
Q4 | $405K | Sell |
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|
2014
Q3 | $387K | Sell |
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|
2014
Q2 | $1.4M | Hold |
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|
2014
Q1 | $351K | Hold |
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|
2013
Q4 | $335K | Buy |
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