MGIA
Matthew Goff Investment Advisor’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Sell |
103,535
-166
| -0.2% | -$20.6K | 2.37% | 13 |
|
|
2025
Q1 | $10.2M | Buy |
103,701
+2,949
| +3% | +$291K | 1.89% | 17 |
|
|
2024
Q4 | $11.2M | Buy |
100,752
+597
| +0.6% | +$66.5K | 2.09% | 16 |
|
|
2024
Q3 | $9.63M | Sell |
100,155
-652
| -0.6% | -$62.7K | 1.83% | 19 |
|
|
2024
Q2 | $10M | Sell |
100,807
-654
| -0.6% | -$64.9K | 2.04% | 18 |
|
|
2024
Q1 | $12.4M | Sell |
101,461
-160
| -0.2% | -$19.6K | 2.51% | 15 |
|
|
2023
Q4 | $9.17M | Sell |
101,621
-1,383
| -1% | -$125K | 2.03% | 17 |
|
|
2023
Q3 | $8.35M | Sell |
103,004
-221
| -0.2% | -$17.9K | 2.01% | 19 |
|
|
2023
Q2 | $9.21M | Buy |
103,225
+2,637
| +3% | +$235K | 2.16% | 16 |
|
|
2023
Q1 | $10.1M | Sell |
100,588
-205
| -0.2% | -$20.5K | 2.5% | 15 |
|
|
2022
Q4 | $8.76M | Sell |
100,793
-80
| -0.1% | -$6.95K | 2.28% | 14 |
|
|
2022
Q3 | $9.52M | Buy |
100,873
+1,027
| +1% | +$96.9K | 2.72% | 12 |
|
|
2022
Q2 | $9.43M | Buy |
99,846
+26,046
| +35% | +$2.46M | 2.54% | 14 |
|
|
2022
Q1 | $10.1M | Buy |
73,800
+7,256
| +11% | +$995K | 2.38% | 14 |
|
|
2021
Q4 | $10.3M | Buy |
66,544
+192
| +0.3% | +$29.7K | 2.36% | 14 |
|
|
2021
Q3 | $11.2M | Buy |
66,352
+195
| +0.3% | +$33K | 2.75% | 12 |
|
|
2021
Q2 | $11.6M | Buy |
66,157
+1,019
| +2% | +$179K | 2.95% | 10 |
|
|
2021
Q1 | $12M | Sell |
65,138
-1,068
| -2% | -$197K | 3.39% | 6 |
|
|
2020
Q4 | $12M | Buy |
66,206
+614
| +0.9% | +$111K | 3.57% | 6 |
|
|
2020
Q3 | $8.14M | Buy |
65,592
+589
| +0.9% | +$73.1K | 2.6% | 13 |
|
|
2020
Q2 | $7.25M | Buy |
65,003
+348
| +0.5% | +$38.8K | 2.38% | 13 |
|
|
2020
Q1 | $6.25M | Buy |
64,655
+2,294
| +4% | +$222K | 2.63% | 14 |
|
|
2019
Q4 | $9.02M | Sell |
62,361
-877
| -1% | -$127K | 3.34% | 8 |
|
|
2019
Q3 | $8.24M | Sell |
63,238
-298
| -0.5% | -$38.8K | 3.4% | 9 |
|
|
2019
Q2 | $8.87M | Buy |
63,536
+672
| +1% | +$93.8K | 3.8% | 7 |
|
|
2019
Q1 | $6.98M | Buy |
62,864
+173
| +0.3% | +$19.2K | 3.22% | 9 |
|
|
2018
Q4 | $6.87M | Buy |
62,691
+3,643
| +6% | +$399K | 3.49% | 9 |
|
|
2018
Q3 | $6.91M | Buy |
59,048
+7,535
| +15% | +$881K | 2.77% | 12 |
|
|
2018
Q2 | $5.4M | Buy |
+51,513
| New | +$5.4M | 2.11% | 18 |
|