MIM
Macroview Investment Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
+1,853
| New | +$230K | 0.19% | 87 |
|
|
2024
Q4 | – | Sell |
-1,187
| Closed | -$114K | – | 207 |
|
|
2024
Q3 | $114K | Sell |
1,187
-500
| -30% | -$48.1K | 0.11% | 97 |
|
|
2024
Q2 | $168K | Hold |
1,687
| – | – | 0.18% | 78 |
|
|
2024
Q1 | $206K | Buy |
1,687
+30
| +2% | +$3.67K | 0.23% | 72 |
|
|
2023
Q4 | $150K | Buy |
1,657
+499
| +43% | +$45.1K | 0.18% | 82 |
|
|
2023
Q3 | $93.9K | Buy |
1,158
+992
| +598% | +$80.4K | 0.13% | 93 |
|
|
2023
Q2 | $14.8K | Buy |
166
+1
| +0.6% | +$89 | 0.02% | 161 |
|
|
2023
Q1 | $16.5K | Hold |
165
| – | – | 0.03% | 143 |
|
|
2022
Q4 | $14.3K | Hold |
165
| – | – | 0.02% | 153 |
|
|
2022
Q3 | $16K | Hold |
165
| – | – | 0.03% | 126 |
|
|
2022
Q2 | $16K | Hold |
165
| – | – | 0.03% | 142 |
|
|
2022
Q1 | $23K | Hold |
165
| – | – | 0.03% | 129 |
|
|
2021
Q4 | $26K | Sell |
165
-2
| -1% | -$315 | 0.03% | 120 |
|
|
2021
Q3 | $28K | Hold |
167
| – | – | 0.04% | 116 |
|
|
2021
Q2 | $29K | Hold |
167
| – | – | 0.04% | 118 |
|
|
2021
Q1 | $31K | Hold |
167
| – | – | 0.04% | 109 |
|
|
2020
Q4 | $30K | Hold |
167
| – | – | 0.04% | 106 |
|
|
2020
Q3 | $21K | Buy |
167
+8
| +5% | +$1.01K | 0.04% | 111 |
|
|
2020
Q2 | $18K | Hold |
159
| – | – | 0.04% | 105 |
|
|
2020
Q1 | $15K | Hold |
159
| – | – | 0.03% | 107 |
|
|
2019
Q4 | $23K | Hold |
159
| – | – | 0.05% | 106 |
|
|
2019
Q3 | $21K | Hold |
159
| – | – | 0.05% | 114 |
|
|
2019
Q2 | $22K | Hold |
159
| – | – | 0.06% | 117 |
|
|
2019
Q1 | $18K | Hold |
159
| – | – | 0.04% | 126 |
|
|
2018
Q4 | $17K | Hold |
159
| – | – | 0.05% | 115 |
|
|
2018
Q3 | $19K | Hold |
159
| – | – | 0.06% | 111 |
|
|
2018
Q2 | $17K | Hold |
159
| – | – | 0.06% | 106 |
|
|
2018
Q1 | $16K | Buy |
159
+154
| +3,080% | +$15.5K | 0.06% | 93 |
|
|
2017
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 121 |
|
|
2017
Q3 | $0 | Sell |
5
-44
| -90% | – | ﹤0.01% | 160 |
|
|
2017
Q2 | $5K | Buy |
49
+44
| +880% | +$4.49K | 0.03% | 136 |
|
|
2017
Q1 | $1K | Hold |
5
| – | – | 0.01% | 106 |
|
|
2016
Q4 | $1K | Hold |
5
| – | – | 0.01% | 105 |
|
|
2016
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 114 |
|
|
2016
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 98 |
|
|
2016
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 100 |
|
|
2015
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 98 |
|
|
2015
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 104 |
|
|
2015
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 108 |
|
|
2015
Q1 | $1K | Sell |
5
-9
| -64% | -$1.8K | ﹤0.01% | 129 |
|
|
2014
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 157 |
|
|
2014
Q3 | $1K | Buy |
14
+9
| +180% | +$643 | ﹤0.01% | 165 |
|
|
2014
Q2 | $0 | Sell |
5
-145
| -97% | – | ﹤0.01% | 203 |
|
|
2014
Q1 | $12K | Buy |
150
+45
| +43% | +$3.6K | 0.02% | 98 |
|
|
2013
Q4 | $8K | Hold |
105
| – | – | 0.01% | 121 |
|
|
2013
Q3 | $7K | Buy |
105
+100
| +2,000% | +$6.67K | 0.01% | 134 |
|
|
2013
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 191 |
|