MWAM
Manhattan West Asset Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Sell |
20,040
-3,310
| -14% | -$410K | 0.57% | 50 |
|
|
2025
Q1 | $2.3M | Buy |
23,350
+1,325
| +6% | +$131K | 0.59% | 51 |
|
|
2024
Q4 | $2.45M | Sell |
22,025
-574
| -3% | -$63.9K | 0.66% | 47 |
|
|
2024
Q3 | $2.17M | Buy |
22,599
+601
| +3% | +$57.8K | 0.56% | 54 |
|
|
2024
Q2 | $2.18M | Sell |
21,998
-2,980
| -12% | -$296K | 0.59% | 53 |
|
|
2024
Q1 | $3.06M | Buy |
24,978
+4,917
| +25% | +$602K | 0.73% | 49 |
|
|
2023
Q4 | $1.81M | Buy |
20,061
+5,033
| +33% | +$454K | 0.51% | 58 |
|
|
2023
Q3 | $1.25M | Buy |
15,028
+2,542
| +20% | +$211K | 0.38% | 68 |
|
|
2023
Q2 | $1.11M | Buy |
12,486
+1,738
| +16% | +$155K | 0.42% | 70 |
|
|
2023
Q1 | $1.08M | Buy |
10,748
+3,413
| +47% | +$342K | 0.47% | 62 |
|
|
2022
Q4 | $637K | Sell |
7,335
-1,354
| -16% | -$118K | 0.33% | 75 |
|
|
2022
Q3 | $820K | Buy |
8,689
+441
| +5% | +$41.6K | 0.51% | 57 |
|
|
2022
Q2 | $779K | Buy |
8,248
+1,136
| +16% | +$107K | 0.47% | 64 |
|
|
2022
Q1 | $975K | Buy |
7,112
+4,028
| +131% | +$552K | 0.53% | 50 |
|
|
2021
Q4 | $478K | Buy |
+3,084
| New | +$478K | 0.29% | 70 |
|