MWA Asset 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 | $213K | Sell |
1,717
-10,957
| -86% | -$1.36M | 0.13% | 117 |
|
|
2025
Q1 | $1.25M | Sell |
12,674
-778
| -6% | -$76.8K | 0.87% | 38 |
|
|
2024
Q4 | $1.5M | Sell |
13,452
-321
| -2% | -$35.7K | 1% | 32 |
|
|
2024
Q3 | $1.32M | Sell |
13,773
-306
| -2% | -$29.4K | 0.88% | 35 |
|
|
2024
Q2 | $1.4M | Sell |
14,079
-105
| -0.7% | -$10.4K | 1% | 33 |
|
|
2024
Q1 | $1.74M | Buy |
14,184
+577
| +4% | +$70.6K | 1.26% | 26 |
|
|
2023
Q4 | $1.23M | Buy |
13,607
+1,633
| +14% | +$147K | 1.02% | 34 |
|
|
2023
Q3 | $971K | Buy |
+11,974
| New | +$971K | 0.94% | 38 |
|