Cassaday & Co Wealth 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 | $814K | Buy |
6,562
+574
| +10% | +$71.2K | 0.02% | 152 |
|
|
2025
Q1 | $591K | Sell |
5,988
-701
| -10% | -$69.2K | 0.02% | 175 |
|
|
2024
Q4 | $745K | Sell |
6,689
-1,100
| -14% | -$122K | 0.02% | 151 |
|
|
2024
Q3 | $749K | Sell |
7,789
-450
| -5% | -$43.3K | 0.02% | 142 |
|
|
2024
Q2 | $818K | Sell |
8,239
-331
| -4% | -$32.9K | 0.03% | 124 |
|
|
2024
Q1 | $1.05M | Buy |
8,570
+859
| +11% | +$105K | 0.03% | 97 |
|
|
2023
Q4 | $696K | Sell |
7,711
-114
| -1% | -$10.3K | 0.02% | 130 |
|
|
2023
Q3 | $634K | Buy |
7,825
+394
| +5% | +$31.9K | 0.03% | 128 |
|
|
2023
Q2 | $663K | Sell |
7,431
-907
| -11% | -$81K | 0.03% | 125 |
|
|
2023
Q1 | $835K | Sell |
8,338
-489
| -6% | -$49K | 0.04% | 112 |
|
|
2022
Q4 | $767K | Buy |
+8,827
| New | +$767K | 0.04% | 116 |
|