Capital Performance Advisors’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 | $483K | Buy |
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|
2025
Q2 | $501K | Sell |
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|
2025
Q1 | $595K | Buy |
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|
2024
Q4 | $208K | Buy |
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|
2024
Q3 | $172K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $285K | Sell |
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|
2023
Q3 | $437K | Buy |
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|
2023
Q2 | $286K | Buy |
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|
2023
Q1 | $310K | Buy |
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|
2022
Q4 | $243K | Buy |
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|
2022
Q3 | $264K | Buy |
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|
2022
Q2 | $264K | Buy |
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