Montz Harcus 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
Q4 | – | Sell |
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|
2025
Q3 | $213K | Sell |
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|
2025
Q2 | $259K | Buy |
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|
2025
Q1 | $205K | Buy |
|
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|
2024
Q4 | $227K | Buy |
|
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $211K | Sell |
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|
2024
Q1 | $278K | Sell |
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|
2023
Q4 | $218K | Buy |
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $204K | Sell |
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|
2023
Q1 | $243K | Sell |
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|
2022
Q4 | $220K | Hold |
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|
2022
Q3 | $238K | Buy |
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|
2022
Q2 | $234K | Buy |
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|
2022
Q1 | $248K | Sell |
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|
2021
Q4 | $283K | Buy |
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