CWM
Cedar Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $620 | Hold |
5
| – | – | ﹤0.01% | 230 |
|
|
2025
Q1 | $494 | Hold |
5
| – | – | ﹤0.01% | 193 |
|
|
2024
Q4 | $557 | Sell |
5
-5
| -50% | -$557 | ﹤0.01% | 191 |
|
|
2024
Q3 | $962 | Hold |
10
| – | – | ﹤0.01% | 257 |
|
|
2024
Q2 | $993 | Hold |
10
| – | – | ﹤0.01% | 294 |
|
|
2024
Q1 | $1.22K | Hold |
10
| – | – | ﹤0.01% | 326 |
|
|
2023
Q4 | $903 | Hold |
10
| – | – | ﹤0.01% | 274 |
|
|
2023
Q3 | $811 | Sell |
10
-5
| -33% | -$406 | ﹤0.01% | 282 |
|
|
2023
Q2 | $1.34K | Hold |
15
| – | – | ﹤0.01% | 288 |
|
|
2023
Q1 | $1.5K | Hold |
15
| – | – | ﹤0.01% | 279 |
|
|
2022
Q4 | $1.3K | Hold |
15
| – | – | ﹤0.01% | 283 |
|
|
2022
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 317 |
|
|
2022
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 329 |
|
|
2022
Q1 | $2K | Sell |
15
-5
| -25% | -$667 | ﹤0.01% | 346 |
|
|
2021
Q4 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 332 |
|
|
2020
Q2 | – | Sell |
-198
| Closed | -$19K | – | 218 |
|
|
2020
Q1 | $19K | Buy |
+198
| New | +$19K | 0.01% | 162 |
|
|
2018
Q3 | – | Sell |
-53
| Closed | -$6K | – | 192 |
|
|
2018
Q2 | $6K | Buy |
+53
| New | +$6K | ﹤0.01% | 151 |
|