MSA
Marino Stram & Associates’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Buy |
4,640
+100
| +2% | +$12.4K | 0.12% | 106 |
|
|
2025
Q1 | $448K | Sell |
4,540
-35
| -0.8% | -$3.46K | 0.1% | 112 |
|
|
2024
Q4 | $509K | Buy |
4,575
+89
| +2% | +$9.91K | 0.11% | 109 |
|
|
2024
Q3 | $431K | Buy |
4,486
+6
| +0.1% | +$577 | 0.1% | 111 |
|
|
2024
Q2 | $445K | Sell |
4,480
-3,298
| -42% | -$327K | 0.11% | 110 |
|
|
2024
Q1 | $952K | Sell |
7,778
-43
| -0.5% | -$5.26K | 0.23% | 73 |
|
|
2023
Q4 | $706K | Sell |
7,821
-154
| -2% | -$13.9K | 0.18% | 87 |
|
|
2023
Q3 | $646K | Buy |
7,975
+496
| +7% | +$40.2K | 0.19% | 85 |
|
|
2023
Q2 | $668K | Buy |
7,479
+3,235
| +76% | +$289K | 0.19% | 82 |
|
|
2023
Q1 | $425K | Sell |
4,244
-3,431
| -45% | -$344K | 0.13% | 108 |
|
|
2022
Q4 | $667K | Sell |
7,675
-218
| -3% | -$18.9K | 0.21% | 76 |
|
|
2022
Q3 | $745K | Sell |
7,893
-326
| -4% | -$30.8K | 0.27% | 62 |
|
|
2022
Q2 | $776K | Buy |
8,219
+419
| +5% | +$39.6K | 0.27% | 63 |
|
|
2022
Q1 | $1.07M | Sell |
7,800
-505
| -6% | -$69.3K | 0.34% | 47 |
|
|
2021
Q4 | $1.29M | Buy |
8,305
+262
| +3% | +$40.6K | 0.39% | 42 |
|
|
2021
Q3 | $1.36M | Sell |
8,043
-8,262
| -51% | -$1.4M | 0.47% | 36 |
|
|
2021
Q2 | $2.87M | Buy |
16,305
+8,352
| +105% | +$1.47M | 0.75% | 37 |
|
|
2021
Q1 | $1.47M | Sell |
7,953
-487
| -6% | -$89.8K | 0.57% | 31 |
|
|
2020
Q4 | $1.53M | Sell |
8,440
-403
| -5% | -$73K | 0.68% | 28 |
|
|
2020
Q3 | $1.1M | Sell |
8,843
-808
| -8% | -$100K | 0.59% | 35 |
|
|
2020
Q2 | $1.08M | Buy |
9,651
+1,394
| +17% | +$155K | 0.64% | 32 |
|
|
2020
Q1 | $798K | Buy |
8,257
+941
| +13% | +$90.9K | 0.62% | 31 |
|
|
2019
Q4 | $1.06M | Sell |
7,316
-421
| -5% | -$60.9K | 0.69% | 28 |
|
|
2019
Q3 | $1.01M | Buy |
7,737
+126
| +2% | +$16.4K | 0.71% | 27 |
|
|
2019
Q2 | $1.06M | Sell |
7,611
-148
| -2% | -$20.7K | 0.78% | 27 |
|
|
2019
Q1 | $862K | Buy |
7,759
+101
| +1% | +$11.2K | 0.62% | 30 |
|
|
2018
Q4 | $840K | Sell |
7,658
-175
| -2% | -$19.2K | 0.73% | 27 |
|
|
2018
Q3 | $916K | Buy |
7,833
+106
| +1% | +$12.4K | 0.73% | 29 |
|
|
2018
Q2 | $810K | Sell |
7,727
-326
| -4% | -$34.2K | 0.72% | 28 |
|
|
2018
Q1 | $809K | Buy |
8,053
+732
| +10% | +$73.5K | 0.75% | 29 |
|
|
2017
Q4 | $787K | Buy |
+7,321
| New | +$787K | 0.73% | 31 |
|