MWA
MFA Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14
| Closed | -$1.35K | – | 154 |
|
|
2024
Q3 | $1.35K | Hold |
14
| – | – | ﹤0.01% | 447 |
|
|
2024
Q2 | $1.39K | Buy |
+14
| New | +$1.39K | ﹤0.01% | 463 |
|
|
2024
Q1 | – | Sell |
-2,515
| Closed | -$227K | – | 89 |
|
|
2023
Q4 | $227K | Buy |
+2,515
| New | +$227K | 0.06% | 83 |
|
|
2022
Q2 | – | Sell |
-23,992
| Closed | -$3.29M | – | 62 |
|
|
2022
Q1 | $3.29M | Buy |
23,992
+2,643
| +12% | +$362K | 1.05% | 27 |
|
|
2021
Q4 | $3.3M | Buy |
21,349
+694
| +3% | +$107K | 1.4% | 23 |
|
|
2021
Q3 | $3.5M | Buy |
20,655
+150
| +0.7% | +$25.4K | 1.6% | 22 |
|
|
2021
Q2 | $3.6M | Sell |
20,505
-792
| -4% | -$139K | 1.63% | 22 |
|
|
2021
Q1 | $3.93M | Buy |
21,297
+2,417
| +13% | +$446K | 1.91% | 23 |
|
|
2020
Q4 | $3.42M | Buy |
18,880
+276
| +1% | +$50K | 3.05% | 13 |
|
|
2020
Q3 | $2.31M | Buy |
18,604
+14
| +0.1% | +$1.74K | 2.45% | 13 |
|
|
2020
Q2 | $2.07M | Sell |
18,590
-1,440
| -7% | -$161K | 1.34% | 22 |
|
|
2020
Q1 | $1.93M | Buy |
+20,030
| New | +$1.93M | 1.88% | 24 |
|