MTM 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 | $364K | Buy |
2,933
+7
| +0.2% | +$868 | 0.12% | 147 |
|
|
2025
Q1 | $286K | Sell |
2,926
-5
| -0.2% | -$488 | 0.11% | 163 |
|
|
2024
Q4 | $326K | Sell |
2,931
-175
| -6% | -$19.5K | 0.13% | 152 |
|
|
2024
Q3 | $295K | Sell |
3,106
-419
| -12% | -$39.9K | 0.12% | 152 |
|
|
2024
Q2 | $350K | Sell |
3,525
-546
| -13% | -$54.2K | 0.14% | 136 |
|
|
2024
Q1 | $498K | Buy |
4,071
+1
| +0% | +$122 | 0.21% | 110 |
|
|
2023
Q4 | $367K | Sell |
4,070
-44
| -1% | -$3.97K | 0.17% | 124 |
|
|
2023
Q3 | $333K | Sell |
4,114
-258
| -6% | -$20.9K | 0.17% | 122 |
|
|
2023
Q2 | $390K | Sell |
4,372
-230
| -5% | -$20.5K | 0.19% | 113 |
|
|
2023
Q1 | $461K | Sell |
4,602
-193
| -4% | -$19.3K | 0.24% | 99 |
|
|
2022
Q4 | $417K | Sell |
4,795
-33
| -0.7% | -$2.87K | 0.22% | 107 |
|
|
2022
Q3 | $455K | Sell |
4,828
-550
| -10% | -$51.8K | 0.26% | 101 |
|
|
2022
Q2 | $517K | Sell |
5,378
-165
| -3% | -$15.9K | 0.28% | 97 |
|
|
2022
Q1 | $760K | Buy |
5,543
+82
| +2% | +$11.2K | 0.37% | 80 |
|
|
2021
Q4 | $846K | Hold |
5,461
| – | – | 0.4% | 77 |
|
|
2021
Q3 | $924K | Buy |
5,461
+35
| +0.6% | +$5.92K | 0.5% | 61 |
|
|
2021
Q2 | $954K | Hold |
5,426
| – | – | 0.5% | 64 |
|
|
2021
Q1 | $1M | Buy |
5,426
+116
| +2% | +$21.4K | 0.56% | 60 |
|
|
2020
Q4 | $962K | Buy |
+5,310
| New | +$962K | 0.59% | 55 |
|