Mascoma Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.2K | Sell |
|
|||||
|
2025
Q1 | $45.6K | Buy |
|
|||||
|
2024
Q4 | $51.4K | Buy |
|
|||||
|
2024
Q3 | $42.7K | Buy |
|
|||||
|
2024
Q2 | $44K | Buy |
|
|||||
|
2024
Q1 | $39.3K | Sell |
|
|||||
|
2023
Q4 | $38K | Sell |
|
|||||
|
2023
Q3 | $52.2K | Sell |
|
|||||
|
2023
Q2 | $64.8K | Sell |
|
|||||
|
2023
Q1 | $87.7K | Hold |
|
|||||
|
2022
Q4 | $74.4K | Buy |
|
|||||
|
2022
Q3 | $43K | Sell |
|
|||||
|
2022
Q2 | $44K | Sell |
|
|||||
|
2022
Q1 | $75K | Buy |
|
|||||
|
2021
Q4 | $74K | Sell |
|
|||||
|
2021
Q3 | $396K | Hold |
|
|||||
|
2021
Q2 | $411K | Buy |
|
|||||
|
2021
Q1 | $423K | Sell |
|
|||||
|
2020
Q4 | $451K | Buy |
|
|||||
|
2019
Q3 | $1.16M | Buy |
|
|||||
|
2019
Q2 | $1.08M | Buy |
|
|||||
|
2019
Q1 | $837K | Buy |
|
|||||
|
2018
Q4 | $697K | Buy |
|
|||||
|
2018
Q3 | $561K | Buy |
|
|||||
|
2018
Q2 | $282K | Buy |
|
|||||
|
2018
Q1 | $195K | Hold |
|
|||||
|
2017
Q4 | $211K | Buy |
|
|||||
|
2017
Q3 | $187K | Hold |
|
|||||
|
2017
Q2 | $202K | Hold |
|
|||||
|
2017
Q1 | $215K | Hold |
|
|||||
|
2016
Q4 | $198K | Buy |
|