Mosaic Family Wealth’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $523K | Sell |
|
|||||
|
2021
Q3 | $659K | Sell |
|
|||||
|
2021
Q2 | $685K | Sell |
|
|||||
|
2021
Q1 | $728K | Buy |
|
|||||
|
2020
Q4 | $653K | Buy |
|
|||||
|
2020
Q3 | $435K | Sell |
|
|||||
|
2020
Q2 | $412K | Buy |
|
|||||
|
2020
Q1 | $355K | Buy |
|
|||||
|
2019
Q4 | $499K | Sell |
|
|||||
|
2019
Q3 | $456K | Buy |
|
|||||
|
2019
Q2 | $473K | Buy |
|
|||||
|
2019
Q1 | $337K | Buy |
|
|||||
|
2018
Q4 | $323K | Hold |
|
|||||
|
2018
Q3 | $344K | Sell |
|
|||||
|
2018
Q2 | $360K | Sell |
|
|||||
|
2018
Q1 | $350K | Sell |
|
|||||
|
2017
Q4 | $409K | Sell |
|
|||||
|
2017
Q3 | $430K | Buy |
|
|||||
|
2017
Q2 | $371K | Sell |
|
|||||
|
2017
Q1 | $425K | Buy |
|
|||||
|
2016
Q4 | $358K | Sell |
|
|||||
|
2016
Q3 | $523K | Buy |
|
|||||
|
2016
Q2 | $458K | Buy |
|
|||||
|
2016
Q1 | $464K | Buy |
|
|||||
|
2015
Q4 | $489K | Buy |
|