CMA
Cedar Mountain Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.5K | Hold |
294
| – | – | 0.01% | 116 |
|
|
2025
Q1 | $29.1K | Sell |
294
-105
| -26% | -$10.4K | 0.01% | 131 |
|
|
2024
Q4 | $44.4K | Buy |
399
+110
| +38% | +$12.2K | 0.01% | 96 |
|
|
2024
Q3 | $27.8K | Buy |
289
+1
| +0.3% | +$96 | 0.01% | 124 |
|
|
2024
Q2 | $28.6K | Sell |
288
-141
| -33% | -$14K | 0.01% | 108 |
|
|
2024
Q1 | $52.6K | Hold |
429
| – | – | 0.01% | 73 |
|
|
2023
Q4 | $38.7K | Hold |
429
| – | – | 0.01% | 84 |
|
|
2023
Q3 | $34.8K | Sell |
429
-422
| -50% | -$34.2K | 0.01% | 85 |
|
|
2023
Q2 | $76K | Hold |
851
| – | – | 0.02% | 62 |
|
|
2023
Q1 | $85.2K | Hold |
851
| – | – | 0.03% | 58 |
|
|
2022
Q4 | $73.9K | Hold |
851
| – | – | 0.02% | 60 |
|
|
2022
Q3 | $80K | Hold |
851
| – | – | 0.03% | 55 |
|
|
2022
Q2 | $80K | Hold |
851
| – | – | 0.03% | 57 |
|
|
2022
Q1 | $117K | Hold |
851
| – | – | 0.03% | 55 |
|
|
2021
Q4 | $132K | Buy |
851
+10
| +1% | +$1.55K | 0.04% | 48 |
|
|
2021
Q3 | $142K | Hold |
841
| – | – | 0.05% | 45 |
|
|
2021
Q2 | $148K | Sell |
841
-1
| -0.1% | -$176 | 0.05% | 46 |
|
|
2021
Q1 | $155K | Hold |
842
| – | – | 0.05% | 46 |
|
|
2020
Q4 | $153K | Hold |
842
| – | – | 0.05% | 46 |
|
|
2020
Q3 | $104K | Hold |
842
| – | – | 0.04% | 46 |
|
|
2020
Q2 | $94K | Buy |
842
+26
| +3% | +$2.9K | 0.04% | 46 |
|
|
2020
Q1 | $79K | Buy |
816
+10
| +1% | +$968 | 0.04% | 43 |
|
|
2019
Q4 | $117K | Buy |
+806
| New | +$117K | 0.05% | 41 |
|