Morton Brown Family Wealth’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 | $268K | Hold |
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|
2025
Q2 | $291K | Hold |
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|
2025
Q1 | $231K | Hold |
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|
2024
Q4 | $261K | Buy |
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|
2024
Q3 | $124K | Hold |
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|
2024
Q2 | $125K | Hold |
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|
2024
Q1 | $158K | Sell |
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|
2023
Q4 | $144K | Buy |
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|
2023
Q3 | $105K | Sell |
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|
2023
Q2 | $126K | Sell |
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|
2023
Q1 | $145K | Buy |
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|
2022
Q4 | $123K | Hold |
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|
2022
Q3 | $133K | Sell |
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|
2022
Q2 | $139K | Sell |
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|
2022
Q1 | $229K | Buy |
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|
2021
Q4 | $228K | Buy |
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