MPS Loria Financial Planners’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 | $705K | Buy |
5,688
+1,384
| +32% | +$172K | 0.21% | 33 |
|
|
2025
Q1 | $425K | Buy |
4,304
+3
| +0.1% | +$296 | 0.13% | 47 |
|
|
2024
Q4 | $479K | Buy |
4,301
+10
| +0.2% | +$1.11K | 0.14% | 41 |
|
|
2024
Q3 | $413K | Buy |
4,291
+195
| +5% | +$18.8K | 0.12% | 50 |
|
|
2024
Q2 | $407K | Sell |
4,096
-331
| -7% | -$32.9K | 0.13% | 45 |
|
|
2024
Q1 | $542K | Sell |
4,427
-144
| -3% | -$17.6K | 0.18% | 38 |
|
|
2023
Q4 | $413K | Buy |
4,571
+53
| +1% | +$4.79K | 0.15% | 43 |
|
|
2023
Q3 | $366K | Sell |
4,518
-19
| -0.4% | -$1.54K | 0.14% | 43 |
|
|
2023
Q2 | $405K | Buy |
4,537
+9
| +0.2% | +$804 | 0.15% | 45 |
|
|
2023
Q1 | $453K | Sell |
4,528
-57
| -1% | -$5.71K | 0.18% | 39 |
|
|
2022
Q4 | $398K | Buy |
4,585
+25
| +0.5% | +$2.17K | 0.18% | 43 |
|
|
2022
Q3 | $430K | Buy |
4,560
+164
| +4% | +$15.5K | 0.17% | 41 |
|
|
2022
Q2 | $415K | Sell |
4,396
-191
| -4% | -$18K | 0.19% | 43 |
|
|
2022
Q1 | $629K | Buy |
4,587
+107
| +2% | +$14.7K | 0.26% | 37 |
|
|
2021
Q4 | $693K | Sell |
4,480
-129
| -3% | -$20K | 0.28% | 28 |
|
|
2021
Q3 | $779K | Buy |
4,609
+4
| +0.1% | +$676 | 0.36% | 24 |
|
|
2021
Q2 | $809K | Hold |
4,605
| – | – | 0.37% | 25 |
|
|
2021
Q1 | $849K | Sell |
4,605
-42
| -0.9% | -$7.74K | 0.4% | 25 |
|
|
2020
Q4 | $826K | Buy |
4,647
+1,821
| +64% | +$324K | 0.37% | 26 |
|
|
2020
Q3 | $351K | Hold |
2,826
| – | – | 0.18% | 42 |
|
|
2020
Q2 | $315K | Buy |
2,826
+100
| +4% | +$11.1K | 0.17% | 45 |
|
|
2020
Q1 | $263K | Buy |
2,726
+9
| +0.3% | +$868 | 0.2% | 50 |
|
|
2019
Q4 | $393K | Hold |
2,717
| – | – | 0.23% | 39 |
|
|
2019
Q3 | $354K | Buy |
2,717
+9
| +0.3% | +$1.17K | 0.23% | 41 |
|
|
2019
Q2 | $378K | Sell |
2,708
-122
| -4% | -$17K | 0.24% | 40 |
|
|
2019
Q1 | $314K | Buy |
2,830
+14
| +0.5% | +$1.55K | 0.21% | 43 |
|
|
2018
Q4 | $308K | Hold |
2,816
| – | – | 0.22% | 47 |
|
|
2018
Q3 | $329K | Sell |
2,816
-254
| -8% | -$29.7K | 0.21% | 47 |
|
|
2018
Q2 | $322K | Sell |
3,070
-1
| -0% | -$105 | 0.32% | 47 |
|
|
2018
Q1 | $308K | Sell |
3,071
-1,799
| -37% | -$180K | 0.22% | 52 |
|
|
2017
Q4 | $524K | Hold |
4,870
| – | – | 0.36% | 33 |
|
|
2017
Q3 | $480K | Sell |
4,870
-7
| -0.1% | -$690 | 0.34% | 33 |
|
|
2017
Q2 | $495K | Buy |
+4,877
| New | +$495K | 0.33% | 33 |
|