Mutual Advisors’s Walt Disney DIS Stock Holding History

Mutual Advisors’s Portfolio DIS Stock Details DIS Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.55M	Sell	70,369 -11,565	-14%	-$1.4M	0.21%	93
2025 Q1	$7.4M	Sell	81,934 -3,263	-4%	-$295K	0.21%	93
2024 Q4	$9.07M	Buy	85,197 +1,246	+1%	+$133K	0.26%	65
2024 Q3	$8.01M	Buy	83,951 +2,188	+3%	+$209K	0.23%	76
2024 Q2	$7.53M	Buy	81,763 +5,283	+7%	+$487K	0.23%	85
2024 Q1	$9.36M	Sell	76,480 -5,511	-7%	-$674K	0.3%	60
2023 Q4	$7.4M	Buy	81,991 +1,350	+2%	+$122K	0.26%	72
2023 Q3	$6.54M	Sell	80,641 -2,118	-3%	-$172K	0.25%	75
2023 Q2	$7.39M	Sell	82,759 -726	-0.9%	-$64.8K	0.28%	70
2023 Q1	$8.36M	Buy	83,485 +5,217	+7%	+$522K	0.34%	51
2022 Q4	$6.8M	Sell	78,268 -1,152	-1%	-$100K	0.3%	69
2022 Q3	$7.49M	Buy	79,420 +20,555	+35%	+$1.94M	0.39%	44
2022 Q2	$5.56M	Sell	58,865 -2,870	-5%	-$271K	0.37%	58
2022 Q1	$8.47M	Sell	61,735 -2,385	-4%	-$327K	0.47%	35
2021 Q4	$9.93M	Buy	64,120 +4,728	+8%	+$732K	0.53%	27
2021 Q3	$10M	Buy	59,392 +1,990	+3%	+$337K	0.59%	22
2021 Q2	$10.1M	Buy	57,402 +9,273	+19%	+$1.63M	0.6%	25
2021 Q1	$8.88M	Sell	48,129 -1,491	-3%	-$275K	0.61%	23
2020 Q4	$8.99M	Sell	49,620 -2,162	-4%	-$392K	0.67%	21
2020 Q3	$6.43M	Buy	51,782 +406	+0.8%	+$50.4K	0.56%	29
2020 Q2	$5.73M	Buy	51,376 +16,955	+49%	+$1.89M	0.56%	27
2020 Q1	$3.33M	Sell	34,421 -567	-2%	-$54.8K	0.45%	44
2019 Q4	$5.06M	Buy	34,988 +2,756	+9%	+$399K	0.54%	35
2019 Q3	$4.2M	Buy	32,232 +1,716	+6%	+$224K	0.55%	33
2019 Q2	$4.26M	Buy	30,516 +1,057	+4%	+$148K	0.55%	30
2019 Q1	$3.27M	Buy	29,459 +275	+0.9%	+$30.5K	0.48%	39
2018 Q4	$3.2M	Buy	29,184 +1,431	+5%	+$157K	0.63%	27
2018 Q3	$3.25M	Buy	27,753 +6,122	+28%	+$716K	0.49%	36
2018 Q2	$2.27M	Buy	21,631 +5,613	+35%	+$588K	0.52%	39
2018 Q1	$1.61M	Buy	16,018 +2,041	+15%	+$205K	0.41%	53
2017 Q4	$1.5M	Buy	+13,977	New	+$1.5M	0.57%	48