Winfield Associates’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $535K | Buy |
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|
2021
Q4 | $603K | Hold |
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|
2021
Q3 | $659K | Buy |
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|
2021
Q2 | $667K | Hold |
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|
2021
Q1 | $700K | Buy |
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|
2020
Q4 | $682K | Buy |
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|
2020
Q3 | $442K | Sell |
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|
2020
Q2 | $408K | Buy |
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|
2020
Q1 | $343K | Sell |
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|
2019
Q4 | $597K | Sell |
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|
2019
Q3 | $564K | Buy |
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|
2019
Q2 | $598K | Hold |
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|
2019
Q1 | $475K | Hold |
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|
2018
Q4 | $469K | Sell |
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|
2018
Q3 | $536K | Sell |
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|
2018
Q2 | $522K | Sell |
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|
2018
Q1 | $588K | Sell |
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|
2017
Q4 | $705K | Sell |
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|
2017
Q3 | $798K | Sell |
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|
2017
Q2 | $910K | Sell |
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|
2017
Q1 | $1.01M | Sell |
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|
2016
Q4 | $965K | Sell |
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|
2016
Q3 | $1.17M | Sell |
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|
2016
Q2 | $1.32M | Sell |
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|
2016
Q1 | $1.38M | Sell |
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|
2015
Q4 | $1.62M | Buy |
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|
2015
Q3 | $1.54M | Buy |
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|
2015
Q2 | $1.45M | Buy |
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|
2015
Q1 | $1.12M | Buy |
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|
2014
Q4 | $266K | Buy |
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|
2014
Q3 | $22K | Hold |
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|
2014
Q2 | $21K | Sell |
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|
2014
Q1 | $27K | Buy |
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|
2013
Q4 | $7K | Buy |
|