Masso Torrence Wealth Management’s Walt Disney DIS Stock Holding History

Masso Torrence Wealth Management’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-6,838	Closed	-$837K	–	96
2024 Q1	$837K	Hold	6,838	–	–	0.5%	43
2023 Q4	$617K	Sell	6,838 -25	-0.4%	-$2.2K	0.42%	46
2023 Q3	$556K	Buy	6,863 +1,020	+17%	+$87.1K	0.43%	49
2023 Q2	$522K	Buy	5,843 +2,060	+54%	+$195K	0.38%	54
2023 Q1	$379K	Sell	3,783 -60	-2%	-$6.05K	0.3%	64
2022 Q4	$334K	Hold	3,843	–	–	0.27%	70
2022 Q3	$363K	Sell	3,843 -185	-5%	-$19.8K	0.32%	55
2022 Q2	$380K	Buy	4,028 +1,368	+51%	+$152K	0.33%	52
2022 Q1	$365K	Hold	2,660	–	–	0.29%	57
2021 Q4	$412K	Buy	+2,660	New	+$430K	0.29%	64

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Masso Torrence Wealth Management's DIS Position: Q2 2024 in Review

Masso Torrence Wealth Management sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 6,838 shares — an estimated $837K sold.

Masso Torrence Wealth Management first reported a position in DIS in Q4 2021 and held it in 10 quarters. The position peaked at $837K in Q1 2024. 3,023 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

Masso Torrence Wealth Management reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
Masso Torrence Wealth Management sold 6,838 Walt Disney shares in Q2 2024, an estimated $837K.
Masso Torrence Wealth Management first reported a position in Walt Disney in Q4 2021 and held it in 10 quarters.
Masso Torrence Wealth Management's Walt Disney position peaked at $837K in Q1 2024.
3,023 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Masso Torrence Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.