Mosaic Family Wealth Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Sell |
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|
2025
Q1 | $362K | Buy |
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|
2024
Q4 | $407K | Sell |
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|
2024
Q3 | $354K | Sell |
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|
2024
Q2 | $372K | Buy |
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|
2024
Q1 | $279K | Buy |
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|
2023
Q4 | $203K | Sell |
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|
2023
Q3 | $205K | Hold |
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|
2023
Q2 | $226K | Sell |
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|
2023
Q1 | $259K | Sell |
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|
2022
Q4 | $232K | Buy |
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