MorganRosel 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 | $125K | Hold |
1,007
| – | – | 0.03% | 131 |
|
|
2025
Q1 | $99.4K | Buy |
+1,007
| New | +$99.4K | 0.03% | 130 |
|
|
2021
Q1 | – | Sell |
-2,171
| Closed | -$393K | – | 81 |
|
|
2020
Q4 | $393K | Hold |
2,171
| – | – | 0.28% | 60 |
|
|
2020
Q3 | $269K | Sell |
2,171
-115
| -5% | -$14.2K | 0.22% | 67 |
|
|
2020
Q2 | $255K | Sell |
2,286
-4,506
| -66% | -$503K | 0.24% | 63 |
|
|
2020
Q1 | $656K | Sell |
6,792
-189
| -3% | -$18.3K | 0.75% | 25 |
|
|
2019
Q4 | $1.01M | Sell |
6,981
-106
| -1% | -$15.3K | 0.77% | 20 |
|
|
2019
Q3 | $924K | Buy |
7,087
+5,072
| +252% | +$661K | 0.76% | 21 |
|
|
2019
Q2 | $281K | Sell |
2,015
-99
| -5% | -$13.8K | 0.23% | 61 |
|
|
2019
Q1 | $235K | Hold |
2,114
| – | – | 0.2% | 64 |
|
|
2018
Q4 | $232K | Buy |
+2,114
| New | +$232K | 0.24% | 60 |
|