Mendel Money Management’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 | $912K | Sell |
7,354
-2,932
| -29% | -$364K | 0.4% | 67 |
|
|
2025
Q1 | $1.02M | Sell |
10,286
-14,603
| -59% | -$1.44M | 0.48% | 61 |
|
|
2024
Q4 | $2.77M | Sell |
24,889
-1,250
| -5% | -$139K | 1.24% | 29 |
|
|
2024
Q3 | $2.51M | Sell |
26,139
-1,520
| -5% | -$146K | 1.09% | 30 |
|
|
2024
Q2 | $2.75M | Sell |
27,659
-4,702
| -15% | -$467K | 1.29% | 28 |
|
|
2024
Q1 | $3.96M | Sell |
32,361
-625
| -2% | -$76.5K | 1.83% | 18 |
|
|
2023
Q4 | $2.98M | Buy |
32,986
+515
| +2% | +$46.5K | 1.43% | 24 |
|
|
2023
Q3 | $2.63M | Buy |
32,471
+1,619
| +5% | +$131K | 1.41% | 25 |
|
|
2023
Q2 | $2.75M | Sell |
30,852
-1,186
| -4% | -$106K | 1.42% | 27 |
|
|
2023
Q1 | $3.21M | Buy |
32,038
+1,494
| +5% | +$150K | 1.73% | 24 |
|
|
2022
Q4 | $2.65M | Sell |
30,544
-440
| -1% | -$38.2K | 1.51% | 24 |
|
|
2022
Q3 | $2.92M | Buy |
30,984
+885
| +3% | +$83.5K | 1.82% | 24 |
|
|
2022
Q2 | $2.84M | Buy |
30,099
+901
| +3% | +$85K | 1.69% | 24 |
|
|
2022
Q1 | $4.01M | Buy |
29,198
+2,145
| +8% | +$294K | 1.96% | 20 |
|
|
2021
Q4 | $4.19M | Buy |
27,053
+505
| +2% | +$78.2K | 2.42% | 21 |
|
|
2021
Q3 | $4.49M | Buy |
26,548
+595
| +2% | +$101K | 2.81% | 16 |
|
|
2021
Q2 | $4.56M | Buy |
25,953
+40
| +0.2% | +$7.03K | 2.87% | 16 |
|
|
2021
Q1 | $4.78M | Sell |
25,913
-400
| -2% | -$73.8K | 3.12% | 11 |
|
|
2020
Q4 | $4.77M | Sell |
26,313
-35
| -0.1% | -$6.34K | 3.34% | 11 |
|
|
2020
Q3 | $3.27M | Buy |
26,348
+5,620
| +27% | +$697K | 2.56% | 21 |
|
|
2020
Q2 | $2.31M | Buy |
+20,728
| New | +$2.31M | 2.03% | 21 |
|