Morton Capital Management’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 | $701K | Sell |
5,655
-349
| -6% | -$43.3K | 0.12% | 55 |
|
|
2025
Q1 | $593K | Buy |
6,004
+191
| +3% | +$18.9K | 0.11% | 61 |
|
|
2024
Q4 | $647K | Buy |
5,813
+125
| +2% | +$13.9K | 0.12% | 57 |
|
|
2024
Q3 | $547K | Buy |
5,688
+241
| +4% | +$23.2K | 0.11% | 64 |
|
|
2024
Q2 | $541K | Sell |
5,447
-272
| -5% | -$27K | 0.13% | 58 |
|
|
2024
Q1 | $700K | Buy |
5,719
+170
| +3% | +$20.8K | 0.19% | 48 |
|
|
2023
Q4 | $501K | Sell |
5,549
-335
| -6% | -$30.2K | 0.15% | 58 |
|
|
2023
Q3 | $477K | Buy |
5,884
+349
| +6% | +$28.3K | 0.17% | 53 |
|
|
2023
Q2 | $494K | Hold |
5,535
| – | – | 0.17% | 55 |
|
|
2023
Q1 | $554K | Sell |
5,535
-936
| -14% | -$93.7K | 0.2% | 47 |
|
|
2022
Q4 | $562K | Buy |
6,471
+235
| +4% | +$20.4K | 0.22% | 42 |
|
|
2022
Q3 | $588K | Buy |
6,236
+89
| +1% | +$8.4K | 0.27% | 37 |
|
|
2022
Q2 | $580K | Sell |
6,147
-275
| -4% | -$26K | 0.25% | 39 |
|
|
2022
Q1 | $881K | Buy |
6,422
+159
| +3% | +$21.8K | 0.36% | 27 |
|
|
2021
Q4 | $970K | Buy |
+6,263
| New | +$970K | 0.39% | 26 |
|