Morton Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $648K | Buy |
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|
2025
Q2 | $701K | Sell |
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|
2025
Q1 | $593K | Buy |
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|
2024
Q4 | $647K | Buy |
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|
2024
Q3 | $547K | Buy |
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|
2024
Q2 | $541K | Sell |
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|
2024
Q1 | $700K | Buy |
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|
2023
Q4 | $501K | Sell |
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|
2023
Q3 | $477K | Buy |
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|
2023
Q2 | $494K | Hold |
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|
2023
Q1 | $554K | Sell |
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|
2022
Q4 | $562K | Buy |
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|
2022
Q3 | $588K | Buy |
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|
2022
Q2 | $580K | Sell |
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|
2022
Q1 | $881K | Buy |
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|
2021
Q4 | $970K | Buy |
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