Mayflower Financial Advisors’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
Q3 | $693K | Sell |
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|
2025
Q2 | $771K | Sell |
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|
2025
Q1 | $645K | Sell |
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|
2024
Q4 | $765K | Sell |
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|
2024
Q3 | $684K | Buy |
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|
2024
Q2 | $687K | Sell |
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|
2024
Q1 | $1M | Buy |
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|
2023
Q4 | $738K | Sell |
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|
2023
Q3 | $738K | Sell |
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|
2023
Q2 | $861K | Sell |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $895K | Buy |
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|
2022
Q1 | $1.3M | Sell |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q3 | $1.61M | Buy |
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|
2021
Q2 | $1.61M | Buy |
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|
2021
Q1 | $1.67M | Buy |
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|
2020
Q4 | $1.46M | Buy |
|