Mystic 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 | $430K | Hold |
3,467
| – | – | 0.1% | 149 |
|
|
2025
Q1 | $342K | Hold |
3,467
| – | – | 0.09% | 167 |
|
|
2024
Q4 | $386K | Buy |
3,467
+1,387
| +67% | +$154K | 0.1% | 156 |
|
|
2024
Q3 | $200K | Sell |
2,080
-380
| -15% | -$36.6K | 0.08% | 175 |
|
|
2024
Q2 | $244K | Sell |
2,460
-447
| -15% | -$44.4K | 0.1% | 145 |
|
|
2024
Q1 | $356K | Sell |
2,907
-3,410
| -54% | -$417K | 0.15% | 123 |
|
|
2023
Q4 | $570K | Sell |
6,317
-226
| -3% | -$20.4K | 0.27% | 94 |
|
|
2023
Q3 | $530K | Sell |
6,543
-2,320
| -26% | -$188K | 0.3% | 90 |
|
|
2023
Q2 | $791K | Sell |
8,863
-385
| -4% | -$34.4K | 0.42% | 75 |
|
|
2023
Q1 | $926K | Sell |
9,248
-140
| -1% | -$14K | 0.51% | 70 |
|
|
2022
Q4 | $816K | Sell |
9,388
-1,151
| -11% | -$100K | 0.46% | 74 |
|
|
2022
Q3 | $994K | Buy |
10,539
+1,645
| +18% | +$155K | 0.64% | 58 |
|
|
2022
Q2 | $839K | Buy |
8,894
+315
| +4% | +$29.7K | 0.51% | 68 |
|
|
2022
Q1 | $1.18M | Buy |
8,579
+1,223
| +17% | +$168K | 0.63% | 53 |
|
|
2021
Q4 | $1.14M | Buy |
+7,356
| New | +$1.14M | 0.54% | 60 |
|