Mechanics Financial Corp’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 | $1.38M | Sell |
11,156
-95
| -0.8% | -$11.8K | 0.59% | 35 |
|
2025
Q1 | $1.11M | Buy |
11,251
+25
| +0.2% | +$2.47K | 0.5% | 43 |
|
2024
Q4 | $1.25M | Sell |
11,226
-20
| -0.2% | -$2.23K | 0.56% | 37 |
|
2024
Q3 | $1.08M | Buy |
11,246
+150
| +1% | +$14.4K | 0.47% | 49 |
|
2024
Q2 | $1.1M | Buy |
11,096
+169
| +2% | +$16.8K | 0.57% | 42 |
|
2024
Q1 | $1.34M | Buy |
10,927
+293
| +3% | +$35.9K | 0.7% | 34 |
|
2023
Q4 | $960K | Buy |
10,634
+68
| +0.6% | +$6.14K | 0.54% | 44 |
|
2023
Q3 | $856K | Hold |
10,566
| – | – | 0.47% | 47 |
|
2023
Q2 | $943K | Sell |
10,566
-40
| -0.4% | -$3.57K | 0.51% | 42 |
|
2023
Q1 | $1.06M | Hold |
10,606
| – | – | 0.62% | 33 |
|
2022
Q4 | $921K | Sell |
10,606
-57
| -0.5% | -$4.95K | 0.55% | 41 |
|
2022
Q3 | $1.01M | Buy |
10,663
+39
| +0.4% | +$3.68K | 0.66% | 31 |
|
2022
Q2 | $1M | Sell |
10,624
-350
| -3% | -$33K | 0.6% | 35 |
|
2022
Q1 | $1.51M | Buy |
10,974
+105
| +1% | +$14.4K | 0.77% | 24 |
|
2021
Q4 | $1.68M | Buy |
+10,869
| New | +$1.68M | 0.8% | 23 |
|