MGO Private 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 | $583K | Sell |
4,704
-1,052
| -18% | -$130K | 0.37% | 42 |
|
|
2025
Q1 | $568K | Buy |
5,756
+73
| +1% | +$7.21K | 0.4% | 38 |
|
|
2024
Q4 | $633K | Sell |
5,683
-619
| -10% | -$68.9K | 0.45% | 39 |
|
|
2024
Q3 | $606K | Sell |
6,302
-1,034
| -14% | -$99.5K | 0.43% | 37 |
|
|
2024
Q2 | $728K | Sell |
7,336
-30
| -0.4% | -$2.98K | 0.46% | 38 |
|
|
2024
Q1 | $901K | Buy |
7,366
+112
| +2% | +$13.7K | 0.57% | 31 |
|
|
2023
Q4 | $655K | Buy |
7,254
+261
| +4% | +$23.6K | 0.45% | 35 |
|
|
2023
Q3 | $567K | Buy |
6,993
+632
| +10% | +$51.2K | 0.42% | 39 |
|
|
2023
Q2 | $568K | Sell |
6,361
-915
| -13% | -$81.7K | 0.43% | 41 |
|
|
2023
Q1 | $729K | Sell |
7,276
-3,713
| -34% | -$372K | 0.57% | 42 |
|
|
2022
Q4 | $955K | Sell |
10,989
-644
| -6% | -$56K | 0.44% | 50 |
|
|
2022
Q3 | $1.1M | Buy |
+11,633
| New | +$1.1M | 0.52% | 39 |
|