Deseret Mutual Benefit Administrators’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Hold |
2,566
| – | – | 0.15% | 94 |
|
|
2025
Q1 | $253K | Buy |
2,566
+56
| +2% | +$5.53K | 0.13% | 103 |
|
|
2024
Q4 | $279K | Buy |
2,510
+21
| +0.8% | +$2.34K | 0.14% | 97 |
|
|
2024
Q3 | $239K | Buy |
2,489
+103
| +4% | +$9.91K | 0.12% | 113 |
|
|
2024
Q2 | $237K | Hold |
2,386
| – | – | 0.11% | 109 |
|
|
2024
Q1 | $292K | Buy |
2,386
+76
| +3% | +$9.3K | 0.15% | 93 |
|
|
2023
Q4 | $209K | Sell |
2,310
-678
| -23% | -$61.2K | 0.12% | 101 |
|
|
2023
Q3 | $242K | Sell |
2,988
-191
| -6% | -$15.5K | 0.12% | 102 |
|
|
2023
Q2 | $284K | Hold |
3,179
| – | – | 0.11% | 102 |
|
|
2023
Q1 | $318K | Sell |
3,179
-921
| -22% | -$92.2K | 0.13% | 91 |
|
|
2022
Q4 | $356K | Sell |
4,100
-2,837
| -41% | -$246K | 0.15% | 86 |
|
|
2022
Q3 | $654K | Sell |
6,937
-3,177
| -31% | -$300K | 0.18% | 79 |
|
|
2022
Q2 | $955K | Sell |
10,114
-2,292
| -18% | -$216K | 0.22% | 68 |
|
|
2022
Q1 | $1.7M | Sell |
12,406
-2,609
| -17% | -$358K | 0.34% | 48 |
|
|
2021
Q4 | $2.33M | Sell |
15,015
-3,581
| -19% | -$555K | 0.39% | 43 |
|
|
2021
Q3 | $3.15M | Buy |
18,596
+10,285
| +124% | +$1.74M | 0.58% | 26 |
|
|
2021
Q2 | $1.46M | Buy |
+8,311
| New | +$1.46M | 0.35% | 27 |
|