Moser Wealth Advisors’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 | $10.2K | Sell |
82
-465
| -85% | -$57.7K | ﹤0.01% | 143 |
|
|
2025
Q1 | $54K | Buy |
547
+82
| +18% | +$8.09K | 0.03% | 102 |
|
|
2024
Q4 | $51.8K | Sell |
465
-400
| -46% | -$44.5K | 0.03% | 94 |
|
|
2024
Q3 | $83.2K | Sell |
865
-80
| -8% | -$7.7K | 0.04% | 88 |
|
|
2024
Q2 | $93.8K | Hold |
945
| – | – | 0.05% | 86 |
|
|
2024
Q1 | $116K | Hold |
945
| – | – | 0.06% | 84 |
|
|
2023
Q4 | $85.3K | Hold |
945
| – | – | 0.05% | 85 |
|
|
2023
Q3 | $76.6K | Hold |
945
| – | – | 0.05% | 77 |
|
|
2023
Q2 | $84.4K | Buy |
+945
| New | +$84.4K | 0.06% | 78 |
|
|
2022
Q4 | $82.1K | Hold |
945
| – | – | 0.06% | 76 |
|
|
2022
Q3 | $89K | Buy |
945
+230
| +32% | +$21.7K | 0.07% | 77 |
|
|
2022
Q2 | $67K | Hold |
715
| – | – | 0.05% | 83 |
|
|
2022
Q1 | $98K | Sell |
715
-7
| -1% | -$959 | 0.06% | 79 |
|
|
2021
Q4 | $112K | Hold |
722
| – | – | 0.07% | 77 |
|
|
2021
Q3 | $122K | Hold |
722
| – | – | 0.08% | 75 |
|
|
2021
Q2 | $127K | Buy |
722
+250
| +53% | +$44K | 0.08% | 76 |
|
|
2021
Q1 | $87K | Buy |
472
+7
| +2% | +$1.29K | 0.06% | 81 |
|
|
2020
Q4 | $84K | Buy |
465
+150
| +48% | +$27.1K | 0.06% | 78 |
|
|
2020
Q3 | $39K | Hold |
315
| – | – | 0.03% | 88 |
|
|
2020
Q2 | $35K | Buy |
315
+15
| +5% | +$1.67K | 0.03% | 84 |
|
|
2020
Q1 | $29K | Hold |
300
| – | – | 0.03% | 84 |
|
|
2019
Q4 | $43K | Buy |
+300
| New | +$43K | 0.04% | 92 |
|