MAWCM
Mine & Arao Wealth Creation & Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $668K | Sell |
5,390
-100
| -2% | -$12.4K | 0.3% | 36 |
|
|
2025
Q1 | $542K | Buy |
5,490
+46
| +0.8% | +$4.54K | 0.26% | 41 |
|
|
2024
Q4 | $606K | Sell |
5,444
-299
| -5% | -$33.3K | 0.28% | 38 |
|
|
2024
Q3 | $552K | Buy |
5,743
+13
| +0.2% | +$1.25K | 0.26% | 44 |
|
|
2024
Q2 | $569K | Sell |
5,730
-40
| -0.7% | -$3.97K | 0.28% | 39 |
|
|
2024
Q1 | $706K | Sell |
5,770
-164
| -3% | -$20.1K | 0.35% | 33 |
|
|
2023
Q4 | $536K | Sell |
5,934
-50
| -0.8% | -$4.51K | 0.29% | 37 |
|
|
2023
Q3 | $485K | Sell |
5,984
-600
| -9% | -$48.6K | 0.29% | 38 |
|
|
2023
Q2 | $588K | Buy |
6,584
+96
| +1% | +$8.57K | 0.34% | 33 |
|
|
2023
Q1 | $650K | Buy |
6,488
+100
| +2% | +$10K | 0.42% | 30 |
|
|
2022
Q4 | $555K | Sell |
6,388
-1,840
| -22% | -$160K | 0.41% | 32 |
|
|
2022
Q3 | $776K | Buy |
8,228
+2,465
| +43% | +$232K | 0.57% | 26 |
|
|
2022
Q2 | $544K | Buy |
5,763
+680
| +13% | +$64.2K | 0.38% | 34 |
|
|
2022
Q1 | $697K | Buy |
5,083
+815
| +19% | +$112K | 0.41% | 31 |
|
|
2021
Q4 | $661K | Buy |
4,268
+220
| +5% | +$34.1K | 0.36% | 37 |
|
|
2021
Q3 | $685K | Sell |
4,048
-35
| -0.9% | -$5.92K | 0.41% | 34 |
|
|
2021
Q2 | $718K | Hold |
4,083
| – | – | 0.43% | 33 |
|
|
2021
Q1 | $753K | Hold |
4,083
| – | – | 0.5% | 31 |
|
|
2020
Q4 | $740K | Hold |
4,083
| – | – | 0.53% | 30 |
|
|
2020
Q3 | $507K | Buy |
4,083
+15
| +0.4% | +$1.86K | 0.42% | 33 |
|
|
2020
Q2 | $454K | Hold |
4,068
| – | – | 0.43% | 35 |
|
|
2020
Q1 | $393K | Buy |
4,068
+1,700
| +72% | +$164K | 0.46% | 35 |
|
|
2019
Q4 | $343K | Buy |
+2,368
| New | +$343K | 0.32% | 43 |
|