MCP
Mirador Capital Partners’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Buy |
+2,026
| New | +$251K | 0.04% | 181 |
|
|
2025
Q1 | – | Sell |
-2,155
| Closed | -$240K | – | 203 |
|
|
2024
Q4 | $240K | Sell |
2,155
-113
| -5% | -$12.6K | 0.04% | 174 |
|
|
2024
Q3 | $218K | Sell |
2,268
-2,941
| -56% | -$283K | 0.04% | 184 |
|
|
2024
Q2 | $517K | Sell |
5,209
-215
| -4% | -$21.3K | 0.1% | 119 |
|
|
2024
Q1 | $664K | Buy |
5,424
+60
| +1% | +$7.34K | 0.13% | 111 |
|
|
2023
Q4 | $484K | Buy |
5,364
+56
| +1% | +$5.06K | 0.1% | 118 |
|
|
2023
Q3 | $430K | Buy |
5,308
+255
| +5% | +$20.7K | 0.1% | 127 |
|
|
2023
Q2 | $451K | Sell |
5,053
-585
| -10% | -$52.2K | 0.11% | 126 |
|
|
2023
Q1 | $564K | Sell |
5,638
-25,334
| -82% | -$2.54M | 0.13% | 105 |
|
|
2022
Q4 | $2.69M | Sell |
30,972
-1,242
| -4% | -$108K | 0.64% | 40 |
|
|
2022
Q3 | $3.04M | Buy |
32,214
+113
| +0.4% | +$10.7K | 0.73% | 37 |
|
|
2022
Q2 | $3.03M | Buy |
32,101
+4,365
| +16% | +$412K | 0.72% | 42 |
|
|
2022
Q1 | $3.8M | Sell |
27,736
-729
| -3% | -$100K | 0.77% | 38 |
|
|
2021
Q4 | $4.41M | Buy |
28,465
+4,598
| +19% | +$712K | 0.93% | 32 |
|
|
2021
Q3 | $4.04M | Buy |
23,867
+114
| +0.5% | +$19.3K | 0.92% | 32 |
|
|
2021
Q2 | $4.18M | Buy |
23,753
+835
| +4% | +$147K | 0.94% | 33 |
|
|
2021
Q1 | $4.23M | Buy |
22,918
+2,055
| +10% | +$379K | 1.09% | 30 |
|
|
2020
Q4 | $3.78M | Buy |
20,863
+11,598
| +125% | +$2.1M | 1.04% | 31 |
|
|
2020
Q3 | $1.15M | Sell |
9,265
-17,194
| -65% | -$2.13M | 0.36% | 73 |
|
|
2020
Q2 | $2.95M | Buy |
26,459
+1,471
| +6% | +$164K | 1.1% | 29 |
|
|
2020
Q1 | $2.52M | Buy |
24,988
+2,763
| +12% | +$279K | 1.05% | 30 |
|
|
2019
Q4 | $3.21M | Buy |
22,225
+1,972
| +10% | +$285K | 1.3% | 21 |
|
|
2019
Q3 | $2.64M | Buy |
20,253
+778
| +4% | +$101K | 1.18% | 24 |
|
|
2019
Q2 | $2.72M | Sell |
19,475
-333
| -2% | -$46.5K | 1.34% | 23 |
|
|
2019
Q1 | $2.2M | Buy |
19,808
+14,452
| +270% | +$1.6M | 1.19% | 25 |
|
|
2018
Q4 | $587K | Sell |
5,356
-488
| -8% | -$53.5K | 0.36% | 62 |
|
|
2018
Q3 | $683K | Sell |
5,844
-67
| -1% | -$7.83K | 0.33% | 72 |
|
|
2018
Q2 | $620K | Sell |
5,911
-36
| -0.6% | -$3.78K | 0.34% | 72 |
|
|
2018
Q1 | $597K | Buy |
5,947
+3,072
| +107% | +$308K | 0.42% | 55 |
|
|
2017
Q4 | $309K | Sell |
2,875
-25
| -0.9% | -$2.69K | 0.17% | 108 |
|
|
2017
Q3 | $290K | Hold |
2,900
| – | – | 0.17% | 105 |
|
|
2017
Q2 | $312K | Sell |
2,900
-20
| -0.7% | -$2.15K | 0.19% | 98 |
|
|
2017
Q1 | $331K | Buy |
2,920
+5
| +0.2% | +$567 | 0.24% | 90 |
|
|
2016
Q4 | $304K | Sell |
2,915
-199
| -6% | -$20.8K | 0.24% | 94 |
|
|
2016
Q3 | $289K | Sell |
3,114
-96
| -3% | -$8.91K | 0.25% | 79 |
|
|
2016
Q2 | $308K | Sell |
3,210
-100
| -3% | -$9.6K | 0.31% | 76 |
|
|
2016
Q1 | $329K | Buy |
+3,310
| New | +$329K | 0.36% | 67 |
|