MBL Wealth’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 | $319K | Buy |
2,576
+291
| +13% | +$36.1K | 0.03% | 180 |
|
|
2025
Q1 | $226K | Buy |
+2,285
| New | +$226K | 0.02% | 215 |
|
|
2024
Q2 | – | Sell |
-2,002
| Closed | -$245K | – | 212 |
|
|
2024
Q1 | $245K | Buy |
+2,002
| New | +$245K | 0.03% | 169 |
|
|
2023
Q2 | – | Sell |
-2,261
| Closed | -$226K | – | 178 |
|
|
2023
Q1 | $226K | Buy |
+2,261
| New | +$226K | 0.04% | 141 |
|
|
2022
Q2 | – | Sell |
-3,977
| Closed | -$545K | – | 156 |
|
|
2022
Q1 | $545K | Buy |
+3,977
| New | +$545K | 0.13% | 93 |
|
|
2021
Q1 | $687K | Buy |
3,723
+1,743
| +88% | +$322K | 0.24% | 66 |
|
|
2020
Q4 | $359K | Buy |
+1,980
| New | +$359K | 0.14% | 90 |
|