MPS Loria Financial Planners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $631K | Sell |
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|
2025
Q2 | $705K | Buy |
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|
2025
Q1 | $425K | Buy |
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|
2024
Q4 | $479K | Buy |
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|
2024
Q3 | $413K | Buy |
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|
2024
Q2 | $407K | Sell |
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|
2024
Q1 | $542K | Sell |
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|
2023
Q4 | $413K | Buy |
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|
2023
Q3 | $366K | Sell |
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|
2023
Q2 | $405K | Buy |
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|
2023
Q1 | $453K | Sell |
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|
2022
Q4 | $398K | Buy |
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|
2022
Q3 | $430K | Buy |
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|
2022
Q2 | $415K | Sell |
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|
2022
Q1 | $629K | Buy |
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|
2021
Q4 | $693K | Sell |
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|
2021
Q3 | $779K | Buy |
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|
2021
Q2 | $809K | Hold |
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|
2021
Q1 | $849K | Sell |
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|
2020
Q4 | $826K | Buy |
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|
2020
Q3 | $351K | Hold |
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|
2020
Q2 | $315K | Buy |
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|
2020
Q1 | $263K | Buy |
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|
2019
Q4 | $393K | Hold |
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|
2019
Q3 | $354K | Buy |
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|
2019
Q2 | $378K | Sell |
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|
2019
Q1 | $314K | Buy |
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|
2018
Q4 | $308K | Hold |
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|
2018
Q3 | $329K | Sell |
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|
2018
Q2 | $322K | Sell |
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|
2018
Q1 | $308K | Sell |
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|
2017
Q4 | $524K | Hold |
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|
2017
Q3 | $480K | Sell |
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|
2017
Q2 | $495K | Buy |
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