CBIZ Investment Advisory Services’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 | $158K | Buy |
1,278
+220
| +21% | +$27.3K | 0.01% | 55 |
|
|
2025
Q1 | $104K | Buy |
1,058
+140
| +15% | +$13.8K | 0.01% | 74 |
|
|
2024
Q4 | $103K | Buy |
918
+24
| +3% | +$2.68K | 0.01% | 72 |
|
|
2024
Q3 | $86.1K | Buy |
894
+92
| +11% | +$8.86K | ﹤0.01% | 75 |
|
|
2024
Q2 | $79.6K | Hold |
802
| – | – | ﹤0.01% | 75 |
|
|
2024
Q1 | $98.1K | Buy |
+802
| New | +$98.1K | 0.01% | 73 |
|
|
2021
Q4 | – | Hold |
0
| – | -$112K | – | 44 |
|
|
2021
Q3 | – | Hold |
0
| – | -$117K | – | 50 |
|
|
2021
Q2 | – | Hold |
0
| – | -$122K | – | 50 |
|
|
2021
Q1 | – | Hold |
0
| – | -$124K | – | 42 |
|
|
2020
Q4 | – | Hold |
0
| – | -$82K | – | 41 |
|
|
2020
Q3 | – | Hold |
0
| – | -$71K | – | 49 |
|
|
2020
Q2 | – | Hold |
0
| – | -$64K | – | 56 |
|
|
2020
Q1 | – | Hold |
0
| – | -$97K | – | 62 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 60 |
|