MCF 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 | $664K | Sell |
5,355
-373
| -7% | -$46.3K | 0.04% | 124 |
|
|
2025
Q1 | $565K | Sell |
5,728
-2,646
| -32% | -$261K | 0.04% | 132 |
|
|
2024
Q4 | $935K | Buy |
8,374
+163
| +2% | +$18.2K | 0.07% | 95 |
|
|
2024
Q3 | $790K | Buy |
8,211
+36
| +0.4% | +$3.46K | 0.06% | 102 |
|
|
2024
Q2 | $812K | Sell |
8,175
-122
| -1% | -$12.1K | 0.06% | 99 |
|
|
2024
Q1 | $1.02M | Sell |
8,297
-347
| -4% | -$42.5K | 0.08% | 90 |
|
|
2023
Q4 | $782K | Sell |
8,644
-2,442
| -22% | -$221K | 0.06% | 101 |
|
|
2023
Q3 | $899K | Buy |
11,086
+624
| +6% | +$50.6K | 0.08% | 83 |
|
|
2023
Q2 | $934K | Sell |
10,462
-731
| -7% | -$65.3K | 0.08% | 77 |
|
|
2023
Q1 | $1.12M | Sell |
11,193
-326
| -3% | -$32.6K | 0.1% | 63 |
|
|
2022
Q4 | $1M | Sell |
11,519
-79
| -0.7% | -$6.86K | 0.1% | 70 |
|
|
2022
Q3 | $1.09M | Buy |
11,598
+740
| +7% | +$69.8K | 0.12% | 60 |
|
|
2022
Q2 | $1.03M | Buy |
10,858
+5,250
| +94% | +$496K | 0.11% | 55 |
|
|
2022
Q1 | $769K | Buy |
+5,608
| New | +$769K | 0.07% | 76 |
|
|
2021
Q4 | – | Sell |
-6,040
| Closed | -$1.02M | – | 206 |
|
|
2021
Q3 | $1.02M | Buy |
6,040
+170
| +3% | +$28.8K | 0.1% | 55 |
|
|
2021
Q2 | $1.03M | Sell |
5,870
-639
| -10% | -$112K | 0.11% | 51 |
|
|
2021
Q1 | $1.2M | Buy |
6,509
+635
| +11% | +$117K | 0.14% | 46 |
|
|
2020
Q4 | $1.06M | Sell |
5,874
-427
| -7% | -$77.3K | 0.13% | 44 |
|
|
2020
Q3 | $782K | Sell |
6,301
-483
| -7% | -$59.9K | 0.1% | 51 |
|
|
2020
Q2 | $756K | Buy |
6,784
+500
| +8% | +$55.7K | 0.11% | 49 |
|
|
2020
Q1 | $607K | Buy |
6,284
+1,009
| +19% | +$97.5K | 0.1% | 61 |
|
|
2019
Q4 | $763K | Buy |
5,275
+150
| +3% | +$21.7K | 0.12% | 67 |
|
|
2019
Q3 | $668K | Hold |
5,125
| – | – | 0.11% | 69 |
|
|
2019
Q2 | $716K | Hold |
5,125
| – | – | 0.12% | 65 |
|
|
2019
Q1 | $569K | Sell |
5,125
-428
| -8% | -$47.5K | 0.1% | 74 |
|
|
2018
Q4 | $609K | Sell |
5,553
-100
| -2% | -$11K | 0.12% | 63 |
|
|
2018
Q3 | $661K | Hold |
5,653
| – | – | 0.12% | 59 |
|
|
2018
Q2 | $592K | Hold |
5,653
| – | – | 0.11% | 61 |
|
|
2018
Q1 | $568K | Buy |
5,653
+428
| +8% | +$43K | 0.11% | 56 |
|
|
2017
Q4 | $562K | Buy |
5,225
+240
| +5% | +$25.8K | 0.1% | 61 |
|
|
2017
Q3 | $491K | Sell |
4,985
-26
| -0.5% | -$2.56K | 0.1% | 62 |
|
|
2017
Q2 | $532K | Sell |
5,011
-139
| -3% | -$14.8K | 0.11% | 51 |
|
|
2017
Q1 | $584K | Buy |
5,150
+150
| +3% | +$17K | 0.12% | 49 |
|
|
2016
Q4 | $521K | Sell |
5,000
-37
| -0.7% | -$3.86K | 0.11% | 51 |
|
|
2016
Q3 | $468K | Sell |
5,037
-199
| -4% | -$18.5K | 0.11% | 57 |
|
|
2016
Q2 | $512K | Buy |
5,236
+3,237
| +162% | +$317K | 0.13% | 57 |
|
|
2016
Q1 | $199K | Buy |
1,999
+206
| +11% | +$20.5K | 0.05% | 85 |
|
|
2015
Q4 | $188K | Buy |
1,793
+750
| +72% | +$78.6K | 0.05% | 91 |
|
|
2015
Q3 | $107K | Buy |
1,043
+104
| +11% | +$10.7K | 0.03% | 132 |
|
|
2015
Q2 | $107K | Hold |
939
| – | – | 0.03% | 136 |
|
|
2015
Q1 | $99K | Buy |
939
+9
| +1% | +$949 | 0.02% | 141 |
|
|
2014
Q4 | $88K | Buy |
930
+200
| +27% | +$18.9K | 0.02% | 143 |
|
|
2014
Q3 | $58K | Sell |
730
-111
| -13% | -$8.82K | 0.02% | 175 |
|
|
2014
Q2 | $67K | Sell |
841
-447
| -35% | -$35.6K | 0.02% | 159 |
|
|
2014
Q1 | $103K | Buy |
1,288
+653
| +103% | +$52.2K | 0.03% | 136 |
|
|
2013
Q4 | $51K | Hold |
635
| – | – | 0.02% | 167 |
|
|
2013
Q3 | $51K | Buy |
635
+100
| +19% | +$8.03K | 0.03% | 169 |
|
|
2013
Q2 | $43K | Buy |
+535
| New | +$43K | 0.03% | 165 |
|