Grace & Mercy Foundation’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 | $30.7M | Buy |
247,800
+112,000
| +82% | +$13.9M | 6.37% | 8 |
|
|
2025
Q1 | $13.4M | Sell |
135,800
-148,900
| -52% | -$14.7M | 3.34% | 8 |
|
|
2024
Q4 | $31.7M | Sell |
284,700
-51,500
| -15% | -$5.73M | 7.14% | 7 |
|
|
2024
Q3 | $32.3M | Hold |
336,200
| – | – | 7.36% | 7 |
|
|
2024
Q2 | $33.4M | Buy |
336,200
+101,200
| +43% | +$10M | 7.55% | 7 |
|
|
2024
Q1 | $28.8M | Hold |
235,000
| – | – | 7.3% | 7 |
|
|
2023
Q4 | $21.2M | Hold |
235,000
| – | – | 5.66% | 7 |
|
|
2023
Q3 | $19M | Buy |
235,000
+18,000
| +8% | +$1.46M | 5.77% | 7 |
|
|
2023
Q2 | $19.4M | Buy |
+217,000
| New | +$19.4M | 5.89% | 7 |
|