Morris Financial Concepts’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
Q3 | $257K | Buy |
|
|||||
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $283K | Sell |
|
|||||
|
2024
Q4 | $320K | Buy |
|
|||||
|
2024
Q3 | $272K | Buy |
|
|||||
|
2024
Q2 | $224K | Buy |
|
|||||
|
2024
Q1 | $266K | Sell |
|
|||||
|
2023
Q4 | $204K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $223K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $202K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $201K | Sell |
|
|||||
|
2021
Q4 | $227K | Buy |
|