MBA Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,574
| Closed | -$256K | – | 132 |
|
|
2024
Q2 | $256K | Buy |
2,574
+469
| +22% | +$46.6K | 0.13% | 114 |
|
|
2024
Q1 | $258K | Sell |
2,105
-693
| -25% | -$84.8K | 0.13% | 109 |
|
|
2023
Q4 | $253K | Buy |
2,798
+195
| +7% | +$17.6K | 0.14% | 108 |
|
|
2023
Q3 | $211K | Sell |
2,603
-995
| -28% | -$80.6K | 0.13% | 112 |
|
|
2023
Q2 | $321K | Buy |
3,598
+500
| +16% | +$44.6K | 0.19% | 86 |
|
|
2023
Q1 | $310K | Sell |
3,098
-20
| -0.6% | -$2K | 0.19% | 94 |
|
|
2022
Q4 | $271K | Sell |
3,118
-1,290
| -29% | -$112K | 0.18% | 101 |
|
|
2022
Q3 | $416K | Hold |
4,408
| – | – | 0.3% | 73 |
|
|
2022
Q2 | $416K | Sell |
4,408
-393
| -8% | -$37.1K | 0.29% | 74 |
|
|
2022
Q1 | $658K | Buy |
4,801
+86
| +2% | +$11.8K | 0.41% | 66 |
|
|
2021
Q4 | $730K | Buy |
4,715
+578
| +14% | +$89.5K | 0.45% | 60 |
|
|
2021
Q3 | $700K | Hold |
4,137
| – | – | 0.52% | 51 |
|
|
2021
Q2 | $727 | Buy |
4,137
+32
| +0.8% | +$6 | 0.34% | 52 |
|
|
2021
Q1 | $757 | Buy |
+4,105
| New | +$757 | 0.42% | 47 |
|