Cardinal Strategic Wealth Guidance’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 | $264K | Sell |
2,125
-63
| -3% | -$7.81K | 0.08% | 48 |
|
|
2025
Q1 | $216K | Sell |
2,188
-1,267
| -37% | -$125K | 0.07% | 49 |
|
|
2024
Q4 | $385K | Buy |
3,455
+1,260
| +57% | +$140K | 0.12% | 46 |
|
|
2024
Q3 | $211K | Hold |
2,195
| – | – | 0.07% | 51 |
|
|
2024
Q2 | $218K | Hold |
2,195
| – | – | 0.08% | 48 |
|
|
2024
Q1 | $269K | Sell |
2,195
-452
| -17% | -$55.3K | 0.1% | 47 |
|
|
2023
Q4 | $239K | Hold |
2,647
| – | – | 0.1% | 58 |
|
|
2023
Q3 | $215K | Sell |
2,647
-135
| -5% | -$10.9K | 0.1% | 60 |
|
|
2023
Q2 | $248K | Sell |
2,782
-2
| -0.1% | -$178 | 0.11% | 55 |
|
|
2023
Q1 | $277K | Sell |
2,784
-629
| -18% | -$62.5K | 0.13% | 50 |
|
|
2022
Q4 | $297K | Sell |
3,413
-1,022
| -23% | -$88.9K | 0.14% | 59 |
|
|
2022
Q3 | $422K | Sell |
4,435
-176
| -4% | -$16.7K | 0.22% | 42 |
|
|
2022
Q2 | $437K | Sell |
4,611
-865
| -16% | -$82K | 0.22% | 43 |
|
|
2022
Q1 | $755K | Sell |
5,476
-110
| -2% | -$15.2K | 0.35% | 38 |
|
|
2021
Q4 | $866K | Sell |
5,586
-60
| -1% | -$9.3K | 0.4% | 40 |
|
|
2021
Q3 | $955K | Hold |
5,646
| – | – | 0.5% | 31 |
|
|
2021
Q2 | $990K | Sell |
5,646
-52
| -0.9% | -$9.12K | 0.52% | 29 |
|
|
2021
Q1 | $1.05M | Sell |
5,698
-135
| -2% | -$24.9K | 0.62% | 25 |
|
|
2020
Q4 | $1.06M | Sell |
5,833
-218
| -4% | -$39.5K | 0.63% | 18 |
|
|
2020
Q3 | $752K | Sell |
6,051
-696
| -10% | -$86.5K | 0.53% | 22 |
|
|
2020
Q2 | $752K | Sell |
6,747
-1,450
| -18% | -$162K | 0.56% | 23 |
|
|
2020
Q1 | $795K | Sell |
8,197
-2,534
| -24% | -$246K | 0.73% | 17 |
|
|
2019
Q4 | $1.55M | Buy |
+10,731
| New | +$1.55M | 1.33% | 14 |
|