Montis Financial’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $212K | Sell |
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|
2024
Q2 | $239K | Sell |
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|
2024
Q1 | $336K | Sell |
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|
2023
Q4 | $248K | Sell |
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|
2023
Q3 | $349K | Sell |
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|
2023
Q2 | $653K | Sell |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $967K | Sell |
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|
2022
Q3 | $2.21M | Hold |
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|
2022
Q2 | $2.21M | Sell |
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|
2022
Q1 | $4.09M | Sell |
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|
2021
Q4 | $4.77M | Buy |
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|
2021
Q3 | $5.18M | Buy |
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|
2021
Q2 | $5.25M | Hold |
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|
2021
Q1 | $5.64M | Sell |
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|
2020
Q4 | $4.9M | Buy |
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