Mosaic Family Wealth Partners’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 | $444K | Sell |
3,581
-84
| -2% | -$10.4K | 0.06% | 141 |
|
|
2025
Q1 | $362K | Buy |
3,665
+10
| +0.3% | +$987 | 0.05% | 153 |
|
|
2024
Q4 | $407K | Sell |
3,655
-27
| -0.7% | -$3.01K | 0.06% | 140 |
|
|
2024
Q3 | $354K | Sell |
3,682
-61
| -2% | -$5.87K | 0.05% | 144 |
|
|
2024
Q2 | $372K | Buy |
3,743
+1,463
| +64% | +$145K | 0.06% | 137 |
|
|
2024
Q1 | $279K | Buy |
2,280
+34
| +2% | +$4.16K | 0.05% | 170 |
|
|
2023
Q4 | $203K | Sell |
2,246
-281
| -11% | -$25.4K | 0.04% | 190 |
|
|
2023
Q3 | $205K | Hold |
2,527
| – | – | 0.04% | 176 |
|
|
2023
Q2 | $226K | Sell |
2,527
-56
| -2% | -$5K | 0.04% | 169 |
|
|
2023
Q1 | $259K | Sell |
2,583
-83
| -3% | -$8.31K | 0.05% | 153 |
|
|
2022
Q4 | $232K | Buy |
+2,666
| New | +$232K | 0.07% | 161 |
|