Carson Wealth (CWM LLC)’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.2M | Buy |
170,690
+6,051
| +4% | +$750K | 0.07% | 229 |
|
|
2025
Q1 | $16.3M | Buy |
164,639
+7,084
| +4% | +$699K | 0.06% | 256 |
|
|
2024
Q4 | $17.5M | Buy |
157,555
+3,907
| +3% | +$435K | 0.07% | 228 |
|
|
2024
Q3 | $14.8M | Sell |
153,648
-164,030
| -52% | -$15.8M | 0.06% | 247 |
|
|
2024
Q2 | $31.5M | Buy |
317,678
+97
| +0% | +$9.63K | 0.15% | 134 |
|
|
2024
Q1 | $38.9M | Buy |
317,581
+45,912
| +17% | +$5.62M | 0.19% | 106 |
|
|
2023
Q4 | $24.5M | Buy |
271,669
+30,037
| +12% | +$2.71M | 0.13% | 153 |
|
|
2023
Q3 | $19.6M | Buy |
241,632
+102,744
| +74% | +$8.33M | 0.12% | 155 |
|
|
2023
Q2 | $12.4M | Buy |
138,888
+73,320
| +112% | +$6.55M | 0.08% | 206 |
|
|
2023
Q1 | $6.57M | Buy |
65,568
+9,961
| +18% | +$997K | 0.04% | 274 |
|
|
2022
Q4 | $4.83M | Sell |
55,607
-13,419
| -19% | -$1.17M | 0.04% | 306 |
|
|
2022
Q3 | $6.51M | Buy |
69,026
+5,438
| +9% | +$513K | 0.05% | 246 |
|
|
2022
Q2 | $6M | Buy |
63,588
+6,369
| +11% | +$601K | 0.05% | 264 |
|
|
2022
Q1 | $7.85M | Buy |
57,219
+5,647
| +11% | +$775K | 0.06% | 238 |
|
|
2021
Q4 | $7.99M | Buy |
+51,572
| New | +$7.99M | 0.06% | 241 |
|
|
2021
Q2 | $8M | Hold |
45,500
| – | – | 0.06% | 229 |
|
|
2021
Q1 | $8M | Hold |
45,500
| – | – | 0.06% | 229 |
|
|
2020
Q4 | $8M | Hold |
45,500
| – | – | 0.06% | 229 |
|
|
2020
Q3 | $8M | Hold |
45,500
| – | – | 0.06% | 229 |
|
|
2020
Q2 | $8M | Hold |
45,500
| – | – | 0.06% | 229 |
|
|
2020
Q1 | $8M | Hold |
45,500
| – | – | 0.06% | 229 |
|
|
2019
Q4 | $8M | Hold |
45,500
| – | – | 0.06% | 229 |
|
|
2019
Q3 | $8M | Hold |
45,500
| – | – | 0.06% | 229 |
|
|
2019
Q2 | $8M | Hold |
45,500
| – | – | 0.06% | 229 |
|
|
2019
Q1 | $8M | Sell |
45,500
-31,877
| -41% | -$5.6M | 0.06% | 229 |
|
|
2018
Q4 | $8.48M | Buy |
77,377
+4,361
| +6% | +$478K | 0.21% | 100 |
|
|
2018
Q3 | $8.54M | Buy |
73,016
+66,277
| +983% | +$7.75M | 0.22% | 114 |
|
|
2018
Q2 | $706K | Buy |
6,739
+2,009
| +42% | +$210K | 0.02% | 302 |
|
|
2018
Q1 | $475K | Buy |
4,730
+557
| +13% | +$55.9K | 0.02% | 281 |
|
|
2017
Q4 | $449K | Sell |
4,173
-517
| -11% | -$55.6K | 0.02% | 271 |
|
|
2017
Q3 | $462K | Buy |
4,690
+352
| +8% | +$34.7K | 0.02% | 256 |
|
|
2017
Q2 | $461K | Buy |
4,338
+74
| +2% | +$7.86K | 0.02% | 246 |
|
|
2017
Q1 | $483K | Sell |
4,264
-2,484
| -37% | -$281K | 0.03% | 235 |
|
|
2016
Q4 | $703K | Buy |
6,748
+151
| +2% | +$15.7K | 0.04% | 196 |
|
|
2016
Q3 | $613K | Buy |
6,597
+3,724
| +130% | +$346K | 0.04% | 195 |
|
|
2016
Q2 | $281K | Buy |
2,873
+308
| +12% | +$30.1K | 0.02% | 226 |
|
|
2016
Q1 | $255K | Buy |
2,565
+324
| +14% | +$32.2K | 0.02% | 216 |
|
|
2015
Q4 | $235K | Buy |
2,241
+240
| +12% | +$25.2K | 0.02% | 213 |
|
|
2015
Q3 | $205K | Buy |
2,001
+180
| +10% | +$18.4K | 0.02% | 205 |
|
|
2015
Q2 | $208K | Buy |
+1,821
| New | +$208K | 0.02% | 179 |
|
|
2014
Q4 | – | Sell |
-2,401
| Closed | -$214K | – | 177 |
|
|
2014
Q3 | $214K | Hold |
2,401
| – | – | 0.03% | 176 |
|
|
2014
Q2 | $206K | Buy |
+2,401
| New | +$206K | 0.04% | 173 |
|
|
2014
Q1 | – | Sell |
-1,653
| Closed | -$126K | – | 223 |
|
|
2013
Q4 | $126K | Sell |
1,653
-532
| -24% | -$40.6K | 0.02% | 175 |
|
|
2013
Q3 | $141K | Buy |
+2,185
| New | +$141K | 0.04% | 142 |
|