Morton Brown Family Wealth’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 | $291K | Hold |
2,344
| – | – | 0.09% | 47 |
|
|
2025
Q1 | $231K | Hold |
2,344
| – | – | 0.08% | 50 |
|
|
2024
Q4 | $261K | Buy |
2,344
+1,055
| +82% | +$117K | 0.09% | 51 |
|
|
2024
Q3 | $124K | Hold |
1,289
| – | – | 0.04% | 70 |
|
|
2024
Q2 | $125K | Hold |
1,289
| – | – | 0.05% | 65 |
|
|
2024
Q1 | $158K | Sell |
1,289
-311
| -19% | -$38.1K | 0.07% | 58 |
|
|
2023
Q4 | $144K | Buy |
1,600
+310
| +24% | +$28K | 0.06% | 60 |
|
|
2023
Q3 | $105K | Sell |
1,290
-121
| -9% | -$9.81K | 0.05% | 57 |
|
|
2023
Q2 | $126K | Sell |
1,411
-37
| -3% | -$3.3K | 0.07% | 54 |
|
|
2023
Q1 | $145K | Buy |
1,448
+38
| +3% | +$3.81K | 0.09% | 54 |
|
|
2022
Q4 | $123K | Hold |
1,410
| – | – | 0.08% | 55 |
|
|
2022
Q3 | $133K | Sell |
1,410
-61
| -4% | -$5.75K | 0.11% | 46 |
|
|
2022
Q2 | $139K | Sell |
1,471
-200
| -12% | -$18.9K | 0.11% | 45 |
|
|
2022
Q1 | $229K | Buy |
1,671
+200
| +14% | +$27.4K | 0.17% | 37 |
|
|
2021
Q4 | $228K | Buy |
+1,471
| New | +$228K | 0.17% | 36 |
|