Meritas Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $555K | Sell |
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|
2025
Q2 | $614K | Sell |
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|
2025
Q1 | $494K | Sell |
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|
2024
Q4 | $563K | Hold |
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|
2024
Q3 | $486K | Hold |
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|
2024
Q2 | $502K | Hold |
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|
2024
Q1 | $618K | Hold |
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|
2023
Q4 | $456K | Buy |
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|
2023
Q3 | $406K | Sell |
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|
2023
Q2 | $452K | Buy |
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|
2023
Q1 | $502K | Buy |
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|
2022
Q4 | $427K | Buy |
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