CWM
C2C Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Hold |
2,432
| – | – | 0.27% | 67 |
|
|
2025
Q1 | $240K | Hold |
2,432
| – | – | 0.23% | 77 |
|
|
2024
Q4 | $271K | Hold |
2,432
| – | – | 0.25% | 73 |
|
|
2024
Q3 | $234K | Hold |
2,432
| – | – | 0.22% | 79 |
|
|
2024
Q2 | $241K | Hold |
2,432
| – | – | 0.24% | 79 |
|
|
2024
Q1 | $298K | Sell |
2,432
-2,654
| -52% | -$325K | 0.3% | 68 |
|
|
2023
Q4 | $460K | Sell |
5,086
-21,473
| -81% | -$1.94M | 0.39% | 59 |
|
|
2023
Q3 | $2.16M | Buy |
26,559
+4,139
| +18% | +$337K | 0.31% | 34 |
|
|
2023
Q2 | $1.92M | Sell |
22,420
-1,960
| -8% | -$168K | 0.25% | 41 |
|
|
2023
Q1 | $2.39M | Buy |
24,380
+8,002
| +49% | +$784K | 0.39% | 30 |
|
|
2022
Q4 | $1.63M | Buy |
16,378
+4,445
| +37% | +$442K | 0.28% | 37 |
|
|
2022
Q3 | $1.21M | Buy |
11,933
+205
| +2% | +$20.8K | 0.24% | 51 |
|
|
2022
Q2 | $1.17M | Buy |
11,728
+1,198
| +11% | +$119K | 0.21% | 55 |
|
|
2022
Q1 | $1.33M | Sell |
10,530
-7,026
| -40% | -$885K | 0.23% | 59 |
|
|
2021
Q4 | $2.72M | Buy |
+17,556
| New | +$2.72M | 0.39% | 28 |
|