Montz Harcus 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 | $259K | Buy |
2,087
+15
| +0.7% | +$1.86K | 0.12% | 71 |
|
|
2025
Q1 | $205K | Buy |
2,072
+35
| +2% | +$3.46K | 0.11% | 75 |
|
|
2024
Q4 | $227K | Buy |
+2,037
| New | +$227K | 0.13% | 68 |
|
|
2024
Q3 | – | Sell |
-2,126
| Closed | -$211K | – | 77 |
|
|
2024
Q2 | $211K | Sell |
2,126
-147
| -6% | -$14.6K | 0.14% | 65 |
|
|
2024
Q1 | $278K | Sell |
2,273
-139
| -6% | -$17K | 0.19% | 48 |
|
|
2023
Q4 | $218K | Buy |
+2,412
| New | +$218K | 0.17% | 52 |
|
|
2023
Q3 | – | Sell |
-2,289
| Closed | -$204K | – | 55 |
|
|
2023
Q2 | $204K | Sell |
2,289
-138
| -6% | -$12.3K | 0.17% | 58 |
|
|
2023
Q1 | $243K | Sell |
2,427
-100
| -4% | -$10K | 0.22% | 44 |
|
|
2022
Q4 | $220K | Hold |
2,527
| – | – | 0.22% | 48 |
|
|
2022
Q3 | $238K | Buy |
2,527
+47
| +2% | +$4.43K | 0.26% | 44 |
|
|
2022
Q2 | $234K | Buy |
2,480
+675
| +37% | +$63.7K | 0.25% | 47 |
|
|
2022
Q1 | $248K | Sell |
1,805
-23
| -1% | -$3.16K | 0.22% | 47 |
|
|
2021
Q4 | $283K | Buy |
+1,828
| New | +$283K | 0.25% | 38 |
|