Cascades Capital Asset Management’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
$305K Buy
2,461
+151
+7% +$18.7K 0.16% 86
2025
Q1
$228K Buy
2,310
+5
+0.2% +$494 0.12% 102
2024
Q4
$257K Sell
2,305
-12
-0.5% -$1.34K 0.14% 95
2024
Q3
$223K Buy
+2,317
New +$223K 0.12% 97