Moseley Investment Management’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 | $1.57M | Buy |
12,658
+611
| +5% | +$75.8K | 0.54% | 47 |
|
2025
Q1 | $1.19M | Buy |
12,047
+153
| +1% | +$15.1K | 0.47% | 52 |
|
2024
Q4 | $1.32M | Sell |
11,894
-68
| -0.6% | -$7.57K | 0.52% | 47 |
|
2024
Q3 | $1.15M | Sell |
11,962
-604
| -5% | -$58.1K | 0.46% | 54 |
|
2024
Q2 | $1.25M | Buy |
12,566
+174
| +1% | +$17.3K | 0.58% | 44 |
|
2024
Q1 | $1.52M | Buy |
12,392
+460
| +4% | +$56.3K | 0.75% | 34 |
|
2023
Q4 | $1.08M | Sell |
11,932
-1,826
| -13% | -$165K | 0.6% | 46 |
|
2023
Q3 | $1.12M | Sell |
13,758
-1,250
| -8% | -$101K | 0.67% | 37 |
|
2023
Q2 | $1.34M | Sell |
15,008
-255
| -2% | -$22.8K | 0.78% | 33 |
|
2023
Q1 | $1.53M | Buy |
15,263
+976
| +7% | +$97.7K | 0.99% | 28 |
|
2022
Q4 | $1.24M | Sell |
14,287
-1,345
| -9% | -$117K | 0.89% | 32 |
|
2022
Q3 | $1.48M | Buy |
15,632
+2,438
| +18% | +$230K | 1.08% | 24 |
|
2022
Q2 | $1.25M | Buy |
13,194
+690
| +6% | +$65.2K | 0.87% | 33 |
|
2022
Q1 | $1.72M | Buy |
12,504
+29
| +0.2% | +$3.98K | 0.93% | 30 |
|
2021
Q4 | $1.93M | Buy |
12,475
+318
| +3% | +$49.2K | 0.88% | 33 |
|
2021
Q3 | $2.14M | Buy |
12,157
+208
| +2% | +$36.6K | 1.07% | 28 |
|
2021
Q2 | $2.1M | Buy |
11,949
+1,619
| +16% | +$285K | 1.03% | 27 |
|
2021
Q1 | $1.91M | Buy |
10,330
+86
| +0.8% | +$15.9K | 1.06% | 29 |
|
2020
Q4 | $1.86M | Buy |
10,244
+886
| +9% | +$161K | 1.08% | 23 |
|
2020
Q3 | $1.16M | Sell |
9,358
-311
| -3% | -$38.6K | 0.83% | 33 |
|
2020
Q2 | $1.08M | Sell |
9,669
-1,050
| -10% | -$117K | 0.9% | 29 |
|
2020
Q1 | $1.04M | Sell |
10,719
-1,191
| -10% | -$115K | 1.22% | 24 |
|
2019
Q4 | $1.72M | Buy |
11,910
+44
| +0.4% | +$6.37K | 1.69% | 14 |
|
2019
Q3 | $1.55M | Sell |
11,866
-3,253
| -22% | -$424K | 1.62% | 15 |
|
2019
Q2 | $2.11M | Buy |
15,119
+815
| +6% | +$114K | 1.97% | 12 |
|
2019
Q1 | $1.59M | Buy |
+14,304
| New | +$1.59M | 1.65% | 13 |
|