Morris Financial Concepts’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 | – | Sell |
-2,866
| Closed | -$283K | – | 198 |
|
|
2025
Q1 | $283K | Sell |
2,866
-9
| -0.3% | -$888 | 0.12% | 102 |
|
|
2024
Q4 | $320K | Buy |
2,875
+51
| +2% | +$5.68K | 0.14% | 89 |
|
|
2024
Q3 | $272K | Buy |
2,824
+568
| +25% | +$54.6K | 0.12% | 95 |
|
|
2024
Q2 | $224K | Buy |
2,256
+80
| +4% | +$7.94K | 0.11% | 97 |
|
|
2024
Q1 | $266K | Sell |
2,176
-87
| -4% | -$10.6K | 0.14% | 86 |
|
|
2023
Q4 | $204K | Buy |
+2,263
| New | +$204K | 0.12% | 94 |
|
|
2023
Q2 | – | Sell |
-2,222
| Closed | -$223K | – | 156 |
|
|
2023
Q1 | $223K | Buy |
+2,222
| New | +$223K | 0.16% | 76 |
|
|
2022
Q4 | – | Sell |
-2,142
| Closed | -$202K | – | 146 |
|
|
2022
Q3 | $202K | Buy |
+2,142
| New | +$202K | 0.21% | 63 |
|
|
2022
Q2 | – | Sell |
-1,465
| Closed | -$201K | – | 125 |
|
|
2022
Q1 | $201K | Sell |
1,465
-3
| -0.2% | -$412 | 0.17% | 68 |
|
|
2021
Q4 | $227K | Buy |
+1,468
| New | +$227K | 0.19% | 61 |
|