Cairn Investment Group’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 | $482K | Hold |
3,885
| – | – | 0.25% | 48 |
|
2025
Q1 | $383K | Hold |
3,885
| – | – | 0.22% | 53 |
|
2024
Q4 | $433K | Hold |
3,885
| – | – | 0.25% | 54 |
|
2024
Q3 | $374K | Hold |
3,885
| – | – | 0.21% | 57 |
|
2024
Q2 | $385K | Hold |
3,885
| – | – | 0.22% | 55 |
|
2024
Q1 | $475K | Hold |
3,885
| – | – | 0.27% | 51 |
|
2023
Q4 | $351K | Sell |
3,885
-385
| -9% | -$34.8K | 0.22% | 55 |
|
2023
Q3 | $346K | Hold |
4,270
| – | – | 0.23% | 49 |
|
2023
Q2 | $381K | Hold |
4,270
| – | – | 0.25% | 50 |
|
2023
Q1 | $428K | Sell |
4,270
-530
| -11% | -$53.1K | 0.3% | 49 |
|
2022
Q4 | $417K | Buy |
4,800
+425
| +10% | +$36.9K | 0.31% | 51 |
|
2022
Q3 | $413K | Hold |
4,375
| – | – | 0.33% | 52 |
|
2022
Q2 | $413K | Buy |
+4,375
| New | +$413K | 0.32% | 57 |
|