Meritas Wealth 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 | $614K | Sell |
4,950
-60
| -1% | -$7.44K | 0.34% | 32 |
|
|
2025
Q1 | $494K | Sell |
5,010
-42
| -0.8% | -$4.15K | 0.29% | 33 |
|
|
2024
Q4 | $563K | Hold |
5,052
| – | – | 0.34% | 30 |
|
|
2024
Q3 | $486K | Hold |
5,052
| – | – | 0.3% | 32 |
|
|
2024
Q2 | $502K | Hold |
5,052
| – | – | 0.35% | 29 |
|
|
2024
Q1 | $618K | Hold |
5,052
| – | – | 0.43% | 28 |
|
|
2023
Q4 | $456K | Buy |
5,052
+42
| +0.8% | +$3.79K | 0.34% | 30 |
|
|
2023
Q3 | $406K | Sell |
5,010
-50
| -1% | -$4.05K | 0.31% | 29 |
|
|
2023
Q2 | $452K | Buy |
5,060
+50
| +1% | +$4.46K | 0.34% | 29 |
|
|
2023
Q1 | $502K | Buy |
5,010
+100
| +2% | +$10K | 0.39% | 25 |
|
|
2022
Q4 | $427K | Buy |
+4,910
| New | +$427K | 0.35% | 30 |
|