MMG
Monetary Management Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Hold |
4,575
| – | – | 0.14% | 133 |
|
|
2025
Q1 | $452K | Buy |
4,575
+150
| +3% | +$14.8K | 0.12% | 146 |
|
|
2024
Q4 | $493K | Hold |
4,425
| – | – | 0.13% | 141 |
|
|
2024
Q3 | $426K | Hold |
4,425
| – | – | 0.11% | 156 |
|
|
2024
Q2 | $439K | Buy |
4,425
+268
| +6% | +$26.6K | 0.12% | 144 |
|
|
2024
Q1 | $509K | Buy |
4,157
+332
| +9% | +$40.6K | 0.14% | 134 |
|
|
2023
Q4 | $345K | Sell |
3,825
-625
| -14% | -$56.4K | 0.11% | 158 |
|
|
2023
Q3 | $361K | Sell |
4,450
-750
| -14% | -$60.8K | 0.12% | 148 |
|
|
2023
Q2 | $464K | Hold |
5,200
| – | – | 0.14% | 137 |
|
|
2023
Q1 | $521K | Hold |
5,200
| – | – | 0.15% | 131 |
|
|
2022
Q4 | $452K | Buy |
5,200
+600
| +13% | +$52.1K | 0.14% | 138 |
|
|
2022
Q3 | $434K | Sell |
4,600
-1,900
| -29% | -$179K | 0.14% | 130 |
|
|
2022
Q2 | $614K | Sell |
6,500
-250
| -4% | -$23.6K | 0.19% | 106 |
|
|
2022
Q1 | $926K | Buy |
6,750
+750
| +13% | +$103K | 0.25% | 88 |
|
|
2021
Q4 | $929K | Sell |
6,000
-125
| -2% | -$19.4K | 0.23% | 89 |
|
|
2021
Q3 | $1.04M | Buy |
6,125
+1,375
| +29% | +$233K | 0.28% | 81 |
|
|
2021
Q2 | $835K | Hold |
4,750
| – | – | 0.25% | 84 |
|
|
2021
Q1 | $876K | Hold |
4,750
| – | – | 0.28% | 81 |
|
|
2020
Q4 | $861K | Buy |
4,750
+105
| +2% | +$19K | 0.28% | 81 |
|
|
2020
Q3 | $576K | Hold |
4,645
| – | – | 0.21% | 96 |
|
|
2020
Q2 | $518K | Hold |
4,645
| – | – | 0.2% | 97 |
|
|
2020
Q1 | $449K | Sell |
4,645
-10,280
| -69% | -$994K | 0.2% | 100 |
|
|
2019
Q4 | $2.16M | Sell |
14,925
-300
| -2% | -$43.4K | 0.79% | 38 |
|
|
2019
Q3 | $1.98M | Sell |
15,225
-8,795
| -37% | -$1.15M | 0.75% | 44 |
|
|
2019
Q2 | $3.35M | Buy |
24,020
+4,790
| +25% | +$669K | 1.29% | 17 |
|
|
2019
Q1 | $2.14M | Sell |
19,230
-400
| -2% | -$44.4K | 0.85% | 36 |
|
|
2018
Q4 | $2.15M | Hold |
19,630
| – | – | 0.97% | 33 |
|
|
2018
Q3 | $2.3M | Sell |
19,630
-25
| -0.1% | -$2.92K | 0.88% | 35 |
|
|
2018
Q2 | $2.06M | Buy |
19,655
+425
| +2% | +$44.5K | 0.84% | 32 |
|
|
2018
Q1 | $1.93M | Hold |
19,230
| – | – | 0.8% | 40 |
|
|
2017
Q4 | $2.07M | Sell |
19,230
-25
| -0.1% | -$2.69K | 0.83% | 36 |
|
|
2017
Q3 | $1.9M | Sell |
19,255
-6,325
| -25% | -$623K | 0.8% | 41 |
|
|
2017
Q2 | $2.72M | Buy |
25,580
+375
| +1% | +$39.8K | 1.11% | 30 |
|
|
2017
Q1 | $2.86M | Buy |
25,205
+130
| +0.5% | +$14.7K | 1.24% | 31 |
|
|
2016
Q4 | $2.61M | Sell |
25,075
-50
| -0.2% | -$5.21K | 1.21% | 29 |
|
|
2016
Q3 | $2.33M | Sell |
25,125
-1,000
| -4% | -$92.9K | 1.08% | 34 |
|
|
2016
Q2 | $2.56M | Buy |
26,125
+575
| +2% | +$56.3K | 1.19% | 31 |
|
|
2016
Q1 | $2.54M | Sell |
25,550
-1,854
| -7% | -$184K | 1.23% | 25 |
|
|
2015
Q4 | $2.88M | Buy |
27,404
+1,429
| +6% | +$150K | 1.38% | 23 |
|
|
2015
Q3 | $2.66M | Buy |
25,975
+21,575
| +490% | +$2.21M | 1.33% | 23 |
|
|
2015
Q2 | $502K | Buy |
4,400
+500
| +13% | +$57K | 0.23% | 99 |
|
|
2015
Q1 | $409K | Buy |
3,900
+3,100
| +388% | +$325K | 0.18% | 105 |
|
|
2014
Q4 | $75K | Buy |
+800
| New | +$75K | 0.03% | 217 |
|