Zevin Asset Management’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 | – | Sell |
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|
2021
Q4 | $255K | Sell |
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|
2021
Q3 | $290K | Sell |
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|
2021
Q2 | $332K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $311K | Hold |
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|
2020
Q3 | $213K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $510K | Sell |
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|
2017
Q4 | $557K | Hold |
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|
2017
Q3 | $510K | Sell |
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|
2017
Q2 | $558K | Sell |
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|
2017
Q1 | $663K | Sell |
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|
2016
Q4 | $667K | Buy |
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|
2016
Q3 | $592K | Hold |
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|
2016
Q2 | $624K | Sell |
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|
2016
Q1 | $641K | Sell |
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|
2015
Q4 | $1.86M | Buy |
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|
2015
Q3 | $1.79M | Sell |
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|
2015
Q2 | $7.77M | Buy |
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|
2015
Q1 | $6.85M | Buy |
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|
2014
Q4 | $5.71M | Buy |
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|
2014
Q3 | $5.31M | Buy |
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|
2014
Q2 | $4.98M | Buy |
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