Wilson Kemp & Associates’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $663K | Sell |
7,450
-1,700
| -19% | -$151K | 6.05% | 4 |
|
|
2014
Q2 | $785K | Sell |
9,150
-11,550
| -56% | -$991K | 2.82% | 9 |
|
|
2014
Q1 | $1.66M | Sell |
20,700
-8,500
| -29% | -$680K | 4.31% | 4 |
|
|
2013
Q4 | $2.23M | Buy |
29,200
+540
| +2% | +$41.3K | 4.28% | 4 |
|
|
2013
Q3 | $1.85M | Sell |
28,660
-7,492
| -21% | -$483K | 4.07% | 5 |
|
|
2013
Q2 | $2.28M | Buy |
+36,152
| New | +$2.28M | 2.18% | 12 |
|