Mason & Associates (California)’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
+10,504
| New | +$1.3M | 0.3% | 48 |
|
|
2024
Q3 | – | Sell |
-5,658
| Closed | -$562K | – | 115 |
|
|
2024
Q2 | $562K | Sell |
5,658
-481
| -8% | -$47.8K | 0.15% | 62 |
|
|
2024
Q1 | $751K | Hold |
6,139
| – | – | 0.2% | 50 |
|
|
2023
Q4 | $554K | Buy |
6,139
+157
| +3% | +$14.2K | 0.16% | 51 |
|
|
2023
Q3 | $485K | Sell |
5,982
-100
| -2% | -$8.11K | 0.16% | 50 |
|
|
2023
Q2 | $543K | Buy |
6,082
+44
| +0.7% | +$3.93K | 0.16% | 48 |
|
|
2023
Q1 | $605K | Buy |
6,038
+918
| +18% | +$91.9K | 0.18% | 43 |
|
|
2022
Q4 | $445K | Buy |
5,120
+581
| +13% | +$50.5K | 0.14% | 49 |
|
|
2022
Q3 | $428K | Buy |
4,539
+110
| +2% | +$10.4K | 0.15% | 51 |
|
|
2022
Q2 | $418K | Sell |
4,429
-22,753
| -84% | -$2.15M | 0.15% | 57 |
|
|
2022
Q1 | $3.73M | Buy |
27,182
+1,384
| +5% | +$190K | 1.14% | 24 |
|
|
2021
Q4 | $4M | Buy |
+25,798
| New | +$4M | 1.21% | 25 |
|