Carson Wealth (CWM LLC)’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 | $20.7M | Buy |
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|
2025
Q2 | $21.2M | Buy |
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|
2025
Q1 | $16.3M | Buy |
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|
2024
Q4 | $17.5M | Buy |
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|
2024
Q3 | $14.8M | Sell |
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|
2024
Q2 | $31.5M | Buy |
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|
2024
Q1 | $38.9M | Buy |
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|
2023
Q4 | $24.5M | Buy |
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|
2023
Q3 | $19.6M | Buy |
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|
2023
Q2 | $12.4M | Buy |
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|
2023
Q1 | $6.57M | Buy |
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|
2022
Q4 | $4.83M | Sell |
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|
2022
Q3 | $6.51M | Buy |
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|
2022
Q2 | $6M | Buy |
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|
2022
Q1 | $7.85M | Buy |
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|
2021
Q4 | $7.99M | Buy |
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|
2021
Q2 | $8M | Hold |
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|
2021
Q1 | $8M | Hold |
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|
2020
Q4 | $8M | Hold |
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|
2020
Q3 | $8M | Hold |
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|
2020
Q2 | $8M | Hold |
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|
2020
Q1 | $8M | Hold |
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|
2019
Q4 | $8M | Hold |
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|
2019
Q3 | $8M | Hold |
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|
2019
Q2 | $8M | Hold |
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|
2019
Q1 | $8M | Sell |
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|
2018
Q4 | $8.48M | Buy |
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|
2018
Q3 | $8.54M | Buy |
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|
2018
Q2 | $706K | Buy |
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|
2018
Q1 | $475K | Buy |
|
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|
2017
Q4 | $449K | Sell |
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|
2017
Q3 | $462K | Buy |
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|
2017
Q2 | $461K | Buy |
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|
2017
Q1 | $483K | Sell |
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|
2016
Q4 | $703K | Buy |
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|
2016
Q3 | $613K | Buy |
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|
2016
Q2 | $281K | Buy |
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|
2016
Q1 | $255K | Buy |
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|
2015
Q4 | $235K | Buy |
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|
2015
Q3 | $205K | Buy |
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|
2015
Q2 | $208K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $214K | Hold |
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|
2014
Q2 | $206K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $126K | Sell |
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|
2013
Q3 | $141K | Buy |
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