Mitchell & Pahl 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 | $2.86M | Buy |
23,043
+877
| +4% | +$109K | 1.26% | 22 |
|
|
2025
Q1 | $2.19M | Buy |
22,166
+827
| +4% | +$81.6K | 1.02% | 35 |
|
|
2024
Q4 | $2.38M | Buy |
21,339
+635
| +3% | +$70.7K | 1.11% | 32 |
|
|
2024
Q3 | $1.99M | Buy |
20,704
+1,462
| +8% | +$141K | 0.93% | 39 |
|
|
2024
Q2 | $1.91M | Buy |
19,242
+182
| +1% | +$18.1K | 1.01% | 35 |
|
|
2024
Q1 | $2.33M | Buy |
19,060
+809
| +4% | +$99K | 1.22% | 18 |
|
|
2023
Q4 | $1.65M | Sell |
18,251
-643
| -3% | -$58.1K | 0.94% | 41 |
|
|
2023
Q3 | $1.53M | Buy |
18,894
+1,547
| +9% | +$125K | 0.91% | 40 |
|
|
2023
Q2 | $1.55M | Sell |
17,347
-262
| -1% | -$23.4K | 0.93% | 36 |
|
|
2023
Q1 | $1.76M | Buy |
17,609
+905
| +5% | +$90.6K | 1.1% | 25 |
|
|
2022
Q4 | $1.45M | Buy |
16,704
+521
| +3% | +$45.3K | 0.95% | 37 |
|
|
2022
Q3 | $1.53M | Buy |
16,183
+337
| +2% | +$31.8K | 1.13% | 21 |
|
|
2022
Q2 | $1.5M | Buy |
15,846
+1,185
| +8% | +$112K | 1.04% | 25 |
|
|
2022
Q1 | $2.01M | Buy |
14,661
+425
| +3% | +$58.3K | 1.28% | 17 |
|
|
2021
Q4 | $2.21M | Buy |
14,236
+320
| +2% | +$49.6K | 1.41% | 16 |
|
|
2021
Q3 | $2.35M | Buy |
13,916
+250
| +2% | +$42.3K | 1.7% | 10 |
|
|
2021
Q2 | $2.4M | Buy |
13,666
+94
| +0.7% | +$16.5K | 1.72% | 7 |
|
|
2021
Q1 | $2.5M | Buy |
13,572
+101
| +0.7% | +$18.6K | 1.94% | 5 |
|
|
2020
Q4 | $2.44M | Buy |
+13,471
| New | +$2.44M | 2.05% | 5 |
|