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Taylor & Morgan Wealth Management’s Walt Disney DIS Stock Holding History

Taylor & Morgan Wealth Management’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,590
Closed -$249K – 75
2024
Q3 		$249K Buy
2,590
+342
+15% +$31.5K 0.17% 60
2024
Q2 		$223K Sell
2,248
-1,231
-35% -$133K 0.16% 57
2024
Q1 		$426K Sell
3,479
-174
-5% -$18.2K 0.31% 43
2023
Q4 		$330K Sell
3,653
-231
-6% -$20.4K 0.26% 46
2023
Q3 		$315K Sell
3,884
-285
-7% -$24.3K 0.28% 45
2023
Q2 		$372K Buy
4,169
+202
+5% +$19.1K 0.31% 45
2023
Q1 		$397K Sell
3,967
-255
-6% -$25.7K 0.35% 48
2022
Q4 		$367K Sell
4,222
-700
-14% -$67K 0.35% 47
2022
Q3 		$464K Sell
4,922
-464
-9% -$49.7K 0.46% 44
2022
Q2 		$508K Buy
5,386
+265
+5% +$29.4K 0.48% 44
2022
Q1 		$702K Buy
5,121
+3,403
+198% +$492K 0.57% 39
2021
Q4 		$266K Buy
+1,718
New +$277K 0.22% 54

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Taylor & Morgan Wealth Management's DIS Position: Q4 2024 in Review

Taylor & Morgan Wealth Management sold out of Walt Disney (DIS) in Q4 2024, closing a stake of 2,590 shares — an estimated $249K sold.

Taylor & Morgan Wealth Management first reported a position in DIS in Q4 2021 and held it in 12 quarters. The position peaked at $702K in Q1 2022. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Taylor & Morgan Wealth Management reported no remaining Walt Disney position as of Q4 2024 after selling out during the quarter.
  • Taylor & Morgan Wealth Management sold 2,590 Walt Disney shares in Q4 2024, an estimated $249K.
  • Taylor & Morgan Wealth Management first reported a position in Walt Disney in Q4 2021 and held it in 12 quarters.
  • Taylor & Morgan Wealth Management's Walt Disney position peaked at $702K in Q1 2022.
  • 3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Taylor & Morgan Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.