Cascade Financial Partners’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 | $271K | Sell |
2,186
-270
| -11% | -$33.5K | 0.03% | 216 |
|
|
2025
Q1 | $242K | Sell |
2,456
-70
| -3% | -$6.91K | 0.03% | 215 |
|
|
2024
Q4 | $281K | Sell |
2,526
-7
| -0.3% | -$779 | 0.04% | 193 |
|
|
2024
Q3 | $245K | Sell |
2,533
-142
| -5% | -$13.7K | 0.03% | 212 |
|
|
2024
Q2 | $266K | Sell |
2,675
-41
| -2% | -$4.07K | 0.03% | 191 |
|
|
2024
Q1 | $310K | Buy |
+2,716
| New | +$310K | 0.04% | 175 |
|