CBIZ Investment Advisory Services’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Buy |
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2025
Q1 | $104K | Buy |
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|
2024
Q4 | $103K | Buy |
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|
2024
Q3 | $86.1K | Buy |
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|
2024
Q2 | $79.6K | Hold |
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|
2024
Q1 | $98.1K | Buy |
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|
2021
Q4 | – | Hold |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Hold |
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|
2019
Q4 | – | Hold |
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