Morningstar Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $922K | Sell |
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|
2025
Q3 | $982K | Sell |
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|
2025
Q2 | $8.6M | Buy |
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|
2025
Q1 | $5.54M | Sell |
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|
2024
Q4 | $6.33M | Sell |
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|
2024
Q3 | $7.38M | Buy |
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|
2024
Q2 | $7.18M | Sell |
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|
2024
Q1 | $9.59M | Sell |
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|
2023
Q4 | $8.68M | Buy |
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|
2023
Q3 | $7.47M | Hold |
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|
2023
Q2 | $8.23M | Buy |
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|
2023
Q1 | $8.55M | Buy |
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|
2022
Q4 | $5.02M | Buy |
|