MWM
Mascoma Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.2K | Sell |
445
-17
| -4% | -$2.11K | 0.01% | 181 |
|
|
2025
Q1 | $45.6K | Buy |
462
+1
| +0.2% | +$99 | 0.01% | 195 |
|
|
2024
Q4 | $51.4K | Buy |
461
+17
| +4% | +$1.9K | 0.01% | 193 |
|
|
2024
Q3 | $42.7K | Buy |
444
+1
| +0.2% | +$96 | 0.01% | 207 |
|
|
2024
Q2 | $44K | Buy |
443
+122
| +38% | +$12.1K | 0.01% | 205 |
|
|
2024
Q1 | $39.3K | Sell |
321
-100
| -24% | -$12.3K | 0.01% | 201 |
|
|
2023
Q4 | $38K | Sell |
421
-223
| -35% | -$20.1K | 0.01% | 211 |
|
|
2023
Q3 | $52.2K | Sell |
644
-91
| -12% | -$7.37K | 0.02% | 189 |
|
|
2023
Q2 | $64.8K | Sell |
735
-121
| -14% | -$10.7K | 0.02% | 168 |
|
|
2023
Q1 | $87.7K | Hold |
856
| – | – | 0.03% | 179 |
|
|
2022
Q4 | $74.4K | Buy |
856
+400
| +88% | +$34.7K | 0.02% | 191 |
|
|
2022
Q3 | $43K | Sell |
456
-13
| -3% | -$1.23K | 0.01% | 243 |
|
|
2022
Q2 | $44K | Sell |
469
-75
| -14% | -$7.04K | 0.02% | 254 |
|
|
2022
Q1 | $75K | Buy |
544
+66
| +14% | +$9.1K | 0.02% | 214 |
|
|
2021
Q4 | $74K | Sell |
478
-1,861
| -80% | -$288K | 0.03% | 185 |
|
|
2021
Q3 | $396K | Hold |
2,339
| – | – | 0.15% | 71 |
|
|
2021
Q2 | $411K | Buy |
2,339
+49
| +2% | +$8.61K | 0.18% | 68 |
|
|
2021
Q1 | $423K | Sell |
2,290
-200
| -8% | -$36.9K | 0.18% | 69 |
|
|
2020
Q4 | $451K | Buy |
+2,490
| New | +$451K | 0.23% | 57 |
|
|
2019
Q3 | $1.16M | Buy |
8,912
+1,176
| +15% | +$153K | 0.73% | 28 |
|
|
2019
Q2 | $1.08M | Buy |
7,736
+200
| +3% | +$27.9K | 0.68% | 25 |
|
|
2019
Q1 | $837K | Buy |
7,536
+1,175
| +18% | +$131K | 0.56% | 29 |
|
|
2018
Q4 | $697K | Buy |
6,361
+1,560
| +32% | +$171K | 0.53% | 28 |
|
|
2018
Q3 | $561K | Buy |
4,801
+2,106
| +78% | +$246K | 0.37% | 35 |
|
|
2018
Q2 | $282K | Buy |
2,695
+755
| +39% | +$79K | 0.2% | 56 |
|
|
2018
Q1 | $195K | Hold |
1,940
| – | – | 0.13% | 69 |
|
|
2017
Q4 | $211K | Buy |
1,940
+40
| +2% | +$4.35K | 0.13% | 68 |
|
|
2017
Q3 | $187K | Hold |
1,900
| – | – | 0.12% | 76 |
|
|
2017
Q2 | $202K | Hold |
1,900
| – | – | 0.14% | 72 |
|
|
2017
Q1 | $215K | Hold |
1,900
| – | – | 0.15% | 56 |
|
|
2016
Q4 | $198K | Buy |
+1,900
| New | +$198K | 0.15% | 64 |
|