Wood Asset Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | $629K | Sell |
6,000
-127
| -2% | -$13.3K | 0.63% | 39 |
|
2014
Q4 | $577K | Sell |
6,127
-23,593
| -79% | -$2.22M | 0.53% | 42 |
|
2014
Q3 | $2.65M | Sell |
29,720
-617
| -2% | -$54.9K | 0.98% | 37 |
|
2014
Q2 | $2.6M | Sell |
30,337
-2,095
| -6% | -$180K | 0.88% | 42 |
|
2014
Q1 | $2.6M | Sell |
32,432
-3,977
| -11% | -$318K | 0.83% | 48 |
|
2013
Q4 | $2.78M | Sell |
36,409
-4,786
| -12% | -$366K | 0.8% | 48 |
|
2013
Q3 | $2.66M | Sell |
41,195
-19,338
| -32% | -$1.25M | 0.76% | 53 |
|
2013
Q2 | $3.82M | Buy |
+60,533
| New | +$3.82M | 1.02% | 47 |
|