Mayflower Financial Advisors’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 | $771K | Sell |
6,215
-320
| -5% | -$39.7K | 0.11% | 179 |
|
|
2025
Q1 | $645K | Sell |
6,535
-335
| -5% | -$33.1K | 0.1% | 194 |
|
|
2024
Q4 | $765K | Sell |
6,870
-242
| -3% | -$26.9K | 0.11% | 168 |
|
|
2024
Q3 | $684K | Buy |
7,112
+192
| +3% | +$18.5K | 0.1% | 180 |
|
|
2024
Q2 | $687K | Sell |
6,920
-1,268
| -15% | -$126K | 0.11% | 173 |
|
|
2024
Q1 | $1M | Buy |
8,188
+15
| +0.2% | +$1.84K | 0.17% | 130 |
|
|
2023
Q4 | $738K | Sell |
8,173
-927
| -10% | -$83.7K | 0.1% | 163 |
|
|
2023
Q3 | $738K | Sell |
9,100
-544
| -6% | -$44.1K | 0.11% | 145 |
|
|
2023
Q2 | $861K | Sell |
9,644
-1,002
| -9% | -$89.5K | 0.11% | 147 |
|
|
2023
Q1 | $1.07M | Sell |
10,646
-1,047
| -9% | -$105K | 0.14% | 124 |
|
|
2022
Q4 | $1.02M | Buy |
11,693
+1,000
| +9% | +$86.9K | 0.14% | 124 |
|
|
2022
Q3 | $1.01M | Buy |
10,693
+1,217
| +13% | +$115K | 0.16% | 105 |
|
|
2022
Q2 | $895K | Buy |
9,476
+21
| +0.2% | +$1.98K | 0.14% | 118 |
|
|
2022
Q1 | $1.3M | Sell |
9,455
-264
| -3% | -$36.2K | 0.17% | 95 |
|
|
2021
Q4 | $1.51M | Buy |
9,719
+328
| +3% | +$50.8K | 0.2% | 83 |
|
|
2021
Q3 | $1.61M | Buy |
9,391
+256
| +3% | +$43.8K | 0.22% | 77 |
|
|
2021
Q2 | $1.61M | Buy |
9,135
+114
| +1% | +$20K | 0.22% | 74 |
|
|
2021
Q1 | $1.67M | Buy |
9,021
+964
| +12% | +$178K | 0.25% | 70 |
|
|
2020
Q4 | $1.46M | Buy |
+8,057
| New | +$1.46M | 0.25% | 65 |
|