Monterey Private Wealth’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
Q1 | $963K | Sell |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $906K | Buy |
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|
2024
Q2 | $934K | Sell |
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|
2024
Q1 | $1.16M | Buy |
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|
2023
Q4 | $841K | Buy |
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|
2023
Q3 | $749K | Buy |
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|
2023
Q2 | $816K | Sell |
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|
2023
Q1 | $917K | Sell |
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|
2022
Q4 | $818K | Sell |
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|
2022
Q3 | $945K | Sell |
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|
2022
Q2 | $931K | Buy |
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|
2022
Q1 | $1.33M | Sell |
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|
2021
Q4 | $1.47M | Hold |
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|
2021
Q3 | $1.66M | Buy |
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|
2021
Q2 | $1.66M | Buy |
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|
2021
Q1 | $1.64M | Sell |
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|
2020
Q4 | $1.62M | Hold |
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|
2020
Q3 | $1.11M | Sell |
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|
2020
Q2 | $1.02M | Sell |
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|
2020
Q1 | $892K | Buy |
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|
2019
Q4 | $523K | Buy |
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