MWA
Monograph Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
12,260
+17
| +0.1% | +$2.12K | 0.19% | 42 |
|
|
2025
Q1 | $1.21M | Sell |
12,243
-327
| -3% | -$32.3K | 0.16% | 46 |
|
|
2024
Q4 | $1.41M | Buy |
12,570
+1,371
| +12% | +$153K | 0.19% | 41 |
|
|
2024
Q3 | $1.08M | Buy |
11,199
+1
| +0% | +$96 | 0.14% | 47 |
|
|
2024
Q2 | $1.11M | Buy |
11,198
+2,524
| +29% | +$251K | 0.16% | 41 |
|
|
2024
Q1 | $1.06M | Buy |
8,674
+4,257
| +96% | +$521K | 0.16% | 54 |
|
|
2023
Q4 | $400K | Buy |
4,417
+244
| +6% | +$22.1K | 0.07% | 70 |
|
|
2023
Q3 | $338K | Sell |
4,173
-6
| -0.1% | -$486 | 0.07% | 86 |
|
|
2023
Q2 | $373K | Hold |
4,179
| – | – | 0.08% | 60 |
|
|
2023
Q1 | $418K | Sell |
4,179
-1,944
| -32% | -$195K | 0.1% | 55 |
|
|
2022
Q4 | $532K | Buy |
6,123
+1,944
| +47% | +$169K | 0.14% | 51 |
|
|
2022
Q3 | $394K | Buy |
4,179
+4
| +0.1% | +$377 | 0.13% | 51 |
|
|
2022
Q2 | $394K | Sell |
4,175
-2,569
| -38% | -$242K | 0.11% | 51 |
|
|
2022
Q1 | $925K | Buy |
6,744
+1,239
| +23% | +$170K | 0.23% | 32 |
|
|
2021
Q4 | $853K | Buy |
+5,505
| New | +$853K | 0.21% | 35 |
|