MWM
Mission Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Sell |
28,259
-549
| -2% | -$68.1K | 0.07% | 144 |
|
|
2025
Q1 | $2.84M | Buy |
28,808
+2,527
| +10% | +$249K | 0.07% | 151 |
|
|
2024
Q4 | $2.93M | Sell |
26,281
-3,457
| -12% | -$385K | 0.07% | 138 |
|
|
2024
Q3 | $2.86M | Sell |
29,738
-4,250
| -13% | -$409K | 0.07% | 138 |
|
|
2024
Q2 | $3.37M | Buy |
33,988
+9,509
| +39% | +$944K | 0.09% | 120 |
|
|
2024
Q1 | $3M | Buy |
24,479
+5,152
| +27% | +$630K | 0.08% | 133 |
|
|
2023
Q4 | $1.75M | Sell |
19,327
-1,718
| -8% | -$155K | 0.06% | 156 |
|
|
2023
Q3 | $1.71M | Sell |
21,045
-2,431
| -10% | -$197K | 0.06% | 142 |
|
|
2023
Q2 | $2.1M | Sell |
23,476
-19,405
| -45% | -$1.73M | 0.08% | 125 |
|
|
2023
Q1 | $4.29M | Buy |
42,881
+2,054
| +5% | +$206K | 0.18% | 71 |
|
|
2022
Q4 | $3.55M | Buy |
40,827
+907
| +2% | +$78.8K | 0.17% | 76 |
|
|
2022
Q3 | $3.77M | Buy |
39,920
+1,168
| +3% | +$110K | 0.2% | 62 |
|
|
2022
Q2 | $3.66M | Sell |
38,752
-1,080
| -3% | -$102K | 0.19% | 70 |
|
|
2022
Q1 | $5.46M | Buy |
39,832
+3,623
| +10% | +$497K | 0.25% | 52 |
|
|
2021
Q4 | $5.61M | Buy |
36,209
+314
| +0.9% | +$48.6K | 0.25% | 52 |
|
|
2021
Q3 | $6.07M | Sell |
35,895
-1,876
| -5% | -$317K | 0.31% | 48 |
|
|
2021
Q2 | $6.64M | Buy |
37,771
+1,657
| +5% | +$291K | 0.35% | 43 |
|
|
2021
Q1 | $6.66M | Buy |
36,114
+988
| +3% | +$182K | 0.39% | 40 |
|
|
2020
Q4 | $6.36M | Sell |
35,126
-857
| -2% | -$155K | 0.4% | 41 |
|
|
2020
Q3 | $4.47M | Buy |
35,983
+1,433
| +4% | +$178K | 0.33% | 44 |
|
|
2020
Q2 | $3.85M | Buy |
34,550
+24,034
| +229% | +$2.68M | 0.33% | 45 |
|
|
2020
Q1 | $1.02M | Buy |
10,516
+1,675
| +19% | +$162K | 0.11% | 95 |
|
|
2019
Q4 | $1.28M | Buy |
8,841
+1,481
| +20% | +$214K | 0.12% | 99 |
|
|
2019
Q3 | $959K | Buy |
7,360
+582
| +9% | +$75.8K | 0.1% | 104 |
|
|
2019
Q2 | $946K | Buy |
6,778
+365
| +6% | +$50.9K | 0.11% | 100 |
|
|
2019
Q1 | $712K | Buy |
6,413
+714
| +13% | +$79.3K | 0.08% | 124 |
|
|
2018
Q4 | $625K | Sell |
5,699
-879
| -13% | -$96.4K | 0.08% | 119 |
|
|
2018
Q3 | $769K | Sell |
6,578
-264
| -4% | -$30.9K | 0.1% | 109 |
|
|
2018
Q2 | $717K | Buy |
6,842
+902
| +15% | +$94.5K | 0.11% | 105 |
|
|
2018
Q1 | $597K | Sell |
5,940
-253
| -4% | -$25.4K | 0.1% | 100 |
|
|
2017
Q4 | $666K | Sell |
6,193
-386
| -6% | -$41.5K | 0.11% | 90 |
|
|
2017
Q3 | $649K | Sell |
6,579
-124
| -2% | -$12.2K | 0.12% | 89 |
|
|
2017
Q2 | $712K | Buy |
6,703
+110
| +2% | +$11.7K | 0.14% | 81 |
|
|
2017
Q1 | $748K | Sell |
6,593
-202
| -3% | -$22.9K | 0.15% | 76 |
|
|
2016
Q4 | $708K | Buy |
6,795
+61
| +0.9% | +$6.36K | 0.14% | 76 |
|
|
2016
Q3 | $625K | Buy |
6,734
+104
| +2% | +$9.65K | 0.15% | 76 |
|
|
2016
Q2 | $649K | Buy |
6,630
+124
| +2% | +$12.1K | 0.17% | 61 |
|
|
2016
Q1 | $646K | Buy |
6,506
+25
| +0.4% | +$2.48K | 0.17% | 64 |
|
|
2015
Q4 | $681K | Sell |
6,481
-144
| -2% | -$15.1K | 0.19% | 53 |
|
|
2015
Q3 | $677K | Sell |
6,625
-1,244
| -16% | -$127K | 0.21% | 51 |
|
|
2015
Q2 | $825K | Buy |
+7,869
| New | +$825K | 0.28% | 42 |
|