Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $198K | Buy |
1,778
+149
| +9% | +$16.6K | 0.07% | 119 |
|
|
2024
Q3 | $157K | Hold |
1,629
| – | – | 0.06% | 135 |
|
|
2024
Q2 | $162K | Sell |
1,629
-400
| -20% | -$39.7K | 0.07% | 127 |
|
|
2024
Q1 | $248K | Sell |
2,029
-133
| -6% | -$16.3K | 0.11% | 100 |
|
|
2023
Q4 | $188K | Buy |
2,162
+87
| +4% | +$7.56K | 0.09% | 111 |
|
|
2023
Q3 | $168K | Sell |
2,075
-109
| -5% | -$8.83K | 0.09% | 113 |
|
|
2023
Q2 | $195K | Hold |
2,184
| – | – | 0.11% | 104 |
|
|
2023
Q1 | $219K | Hold |
2,184
| – | – | 0.1% | 98 |
|
|
2022
Q4 | $190K | Sell |
2,184
-63
| -3% | -$5.47K | 0.12% | 100 |
|
|
2022
Q3 | $212K | Buy |
2,247
+11
| +0.5% | +$1.04K | 0.12% | 99 |
|
|
2022
Q2 | $211K | Sell |
2,236
-16
| -0.7% | -$1.51K | 0.11% | 98 |
|
|
2022
Q1 | $309K | Sell |
2,252
-28
| -1% | -$3.84K | 0.15% | 85 |
|
|
2021
Q4 | $353K | Buy |
+2,280
| New | +$353K | 0.21% | 69 |
|