MFT
Moisand Fitzgerald Tamayo’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $851K | Sell |
6,860
-363
| -5% | -$45K | 0.11% | 58 |
|
|
2025
Q1 | $713K | Buy |
7,223
+18
| +0.2% | +$1.78K | 0.1% | 60 |
|
|
2024
Q4 | $802K | Buy |
7,205
+83
| +1% | +$9.24K | 0.11% | 56 |
|
|
2024
Q3 | $685K | Sell |
7,122
-55
| -0.8% | -$5.29K | 0.09% | 63 |
|
|
2024
Q2 | $713K | Buy |
7,177
+10
| +0.1% | +$993 | 0.11% | 59 |
|
|
2024
Q1 | $877K | Sell |
7,167
-503
| -7% | -$61.5K | 0.13% | 53 |
|
|
2023
Q4 | $693K | Buy |
7,670
+478
| +7% | +$43.2K | 0.12% | 61 |
|
|
2023
Q3 | $583K | Buy |
7,192
+147
| +2% | +$11.9K | 0.12% | 60 |
|
|
2023
Q2 | $629K | Buy |
7,045
+53
| +0.8% | +$4.73K | 0.13% | 61 |
|
|
2023
Q1 | $700K | Sell |
6,992
-859
| -11% | -$86K | 0.15% | 58 |
|
|
2022
Q4 | $682K | Sell |
7,851
-331
| -4% | -$28.8K | 0.16% | 61 |
|
|
2022
Q3 | $772K | Sell |
8,182
-232
| -3% | -$21.9K | 0.21% | 53 |
|
|
2022
Q2 | $794K | Buy |
8,414
+5,598
| +199% | +$528K | 0.21% | 54 |
|
|
2022
Q1 | $386K | Sell |
2,816
-3,746
| -57% | -$513K | 0.18% | 56 |
|
|
2021
Q4 | $1.02M | Sell |
6,562
-294
| -4% | -$45.5K | 0.29% | 49 |
|
|
2021
Q3 | $1.16M | Sell |
6,856
-225
| -3% | -$38.1K | 0.39% | 43 |
|
|
2021
Q2 | $1.25M | Buy |
7,081
+677
| +11% | +$119K | 0.45% | 38 |
|
|
2021
Q1 | $1.18M | Sell |
6,404
-34
| -0.5% | -$6.28K | 0.51% | 34 |
|
|
2020
Q4 | $1.17M | Sell |
6,438
-218
| -3% | -$39.5K | 0.53% | 35 |
|
|
2020
Q3 | $826K | Buy |
6,656
+63
| +1% | +$7.82K | 0.43% | 39 |
|
|
2020
Q2 | $735K | Sell |
6,593
-680
| -9% | -$75.8K | 0.4% | 40 |
|
|
2020
Q1 | $703K | Buy |
7,273
+1,025
| +16% | +$99.1K | 0.46% | 34 |
|
|
2019
Q4 | $904K | Hold |
6,248
| – | – | 0.47% | 36 |
|
|
2019
Q3 | $814K | Buy |
6,248
+1
| +0% | +$130 | 0.44% | 37 |
|
|
2019
Q2 | $872K | Hold |
6,247
| – | – | 0.47% | 36 |
|
|
2019
Q1 | $694K | Buy |
6,247
+1
| +0% | +$111 | 0.39% | 38 |
|
|
2018
Q4 | $685K | Sell |
6,246
-15
| -0.2% | -$1.65K | 0.43% | 37 |
|
|
2018
Q3 | $732K | Sell |
6,261
-342
| -5% | -$40K | 0.41% | 38 |
|
|
2018
Q2 | $692K | Sell |
6,603
-104
| -2% | -$10.9K | 0.4% | 39 |
|
|
2018
Q1 | $674K | Buy |
6,707
+530
| +9% | +$53.3K | 0.4% | 42 |
|
|
2017
Q4 | $664K | Sell |
6,177
-730
| -11% | -$78.5K | 0.38% | 33 |
|
|
2017
Q3 | $681K | Buy |
6,907
+86
| +1% | +$8.48K | 0.41% | 32 |
|
|
2017
Q2 | $725K | Hold |
6,821
| – | – | 0.49% | 30 |
|
|
2017
Q1 | $773K | Buy |
6,821
+200
| +3% | +$22.7K | 0.54% | 30 |
|
|
2016
Q4 | $690K | Hold |
6,621
| – | – | 0.51% | 31 |
|
|
2016
Q3 | $615K | Buy |
6,621
+210
| +3% | +$19.5K | 0.47% | 34 |
|
|
2016
Q2 | $627K | Hold |
6,411
| – | – | 0.51% | 34 |
|
|
2016
Q1 | $637K | Buy |
6,411
+1,894
| +42% | +$188K | 0.52% | 35 |
|
|
2015
Q4 | $475K | Buy |
+4,517
| New | +$475K | 0.41% | 37 |
|