Cardiff Park Advisors’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 | $282K | Hold |
2,275
| – | – | 0.02% | 222 |
|
|
2025
Q1 | $225K | Buy |
2,275
+6
| +0.3% | +$592 | 0.02% | 241 |
|
|
2024
Q4 | $253K | Sell |
2,269
-350
| -13% | -$39K | 0.02% | 224 |
|
|
2024
Q3 | $252K | Buy |
2,619
+5
| +0.2% | +$481 | 0.02% | 221 |
|
|
2024
Q2 | $260K | Buy |
2,614
+14
| +0.5% | +$1.39K | 0.02% | 212 |
|
|
2024
Q1 | $318K | Sell |
2,600
-176
| -6% | -$21.5K | 0.03% | 196 |
|
|
2023
Q4 | $251K | Sell |
2,776
-181
| -6% | -$16.3K | 0.03% | 202 |
|
|
2023
Q3 | $240K | Hold |
2,957
| – | – | 0.03% | 199 |
|
|
2023
Q2 | $264K | Hold |
2,957
| – | – | 0.03% | 198 |
|
|
2023
Q1 | $296K | Hold |
2,957
| – | – | 0.04% | 186 |
|
|
2022
Q4 | $257K | Sell |
2,957
-1,559
| -35% | -$135K | 0.04% | 204 |
|
|
2022
Q3 | $426K | Sell |
4,516
-300
| -6% | -$28.3K | 0.07% | 151 |
|
|
2022
Q2 | $455K | Sell |
4,816
-134
| -3% | -$12.7K | 0.07% | 147 |
|
|
2022
Q1 | $679K | Buy |
4,950
+11
| +0.2% | +$1.51K | 0.1% | 111 |
|
|
2021
Q4 | $765K | Buy |
+4,939
| New | +$765K | 0.1% | 103 |
|