MSH Capital 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 | $575K | Sell |
4,636
-110
| -2% | -$13.6K | 0.17% | 146 |
|
|
2025
Q1 | $468K | Sell |
4,746
-229
| -5% | -$22.6K | 0.14% | 155 |
|
|
2024
Q4 | $554K | Sell |
4,975
-38
| -0.8% | -$4.23K | 0.17% | 138 |
|
|
2024
Q3 | $482K | Buy |
5,013
+2
| +0% | +$192 | 0.15% | 151 |
|
|
2024
Q2 | $498K | Hold |
5,011
| – | – | 0.17% | 134 |
|
|
2024
Q1 | $613K | Sell |
5,011
-1,159
| -19% | -$142K | 0.22% | 111 |
|
|
2023
Q4 | $557K | Sell |
6,170
-10,559
| -63% | -$953K | 0.21% | 116 |
|
|
2023
Q3 | $1.36M | Sell |
16,729
-37
| -0.2% | -$3K | 0.53% | 63 |
|
|
2023
Q2 | $1.5M | Sell |
16,766
-204
| -1% | -$18.2K | 0.55% | 63 |
|
|
2023
Q1 | $1.7M | Sell |
16,970
-430
| -2% | -$43.1K | 0.73% | 43 |
|
|
2022
Q4 | $1.51M | Buy |
17,400
+510
| +3% | +$44.3K | 0.68% | 50 |
|
|
2022
Q3 | $1.59M | Sell |
16,890
-77
| -0.5% | -$7.26K | 0.78% | 41 |
|
|
2022
Q2 | $1.6M | Sell |
16,967
-107
| -0.6% | -$10.1K | 0.74% | 46 |
|
|
2022
Q1 | $2.34M | Buy |
17,074
+867
| +5% | +$119K | 0.97% | 27 |
|
|
2021
Q4 | $2.51M | Buy |
+16,207
| New | +$2.51M | 1.12% | 22 |
|