Morningstar Investment 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 | $8.6M | Buy |
69,311
+13,217
| +24% | +$1.64M | 0.75% | 22 |
|
|
2025
Q1 | $5.54M | Sell |
56,094
-754
| -1% | -$74.4K | 0.47% | 27 |
|
|
2024
Q4 | $6.33M | Sell |
56,848
-20,828
| -27% | -$2.32M | 0.5% | 25 |
|
|
2024
Q3 | $7.38M | Buy |
77,676
+5,349
| +7% | +$508K | 0.73% | 22 |
|
|
2024
Q2 | $7.18M | Sell |
72,327
-6,078
| -8% | -$603K | 0.75% | 20 |
|
|
2024
Q1 | $9.59M | Sell |
78,405
-17,727
| -18% | -$2.17M | 1.04% | 14 |
|
|
2023
Q4 | $8.68M | Buy |
96,132
+3,960
| +4% | +$358K | 1% | 18 |
|
|
2023
Q3 | $7.47M | Hold |
92,172
| – | – | 1.02% | 17 |
|
|
2023
Q2 | $8.23M | Buy |
92,172
+6,734
| +8% | +$601K | 1.09% | 20 |
|
|
2023
Q1 | $8.56M | Buy |
85,438
+27,702
| +48% | +$2.77M | 1.26% | 18 |
|
|
2022
Q4 | $5.02M | Buy |
+57,736
| New | +$5.02M | 0.85% | 25 |
|