Central Valley Advisors’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 | $451K | Sell |
3,633
-132
| -4% | -$16.4K | 0.15% | 92 |
|
|
2025
Q1 | $372K | Sell |
3,765
-2,104
| -36% | -$208K | 0.14% | 90 |
|
|
2024
Q4 | $654K | Sell |
5,869
-125
| -2% | -$13.9K | 0.3% | 68 |
|
|
2024
Q3 | $577K | Sell |
5,994
-359
| -6% | -$34.5K | 0.33% | 66 |
|
|
2024
Q2 | $523K | Sell |
6,353
-697
| -10% | -$57.4K | 0.22% | 68 |
|
|
2024
Q1 | $863K | Sell |
7,050
-5
| -0.1% | -$612 | 0.45% | 59 |
|
|
2023
Q4 | $637K | Buy |
+7,055
| New | +$637K | 0.37% | 69 |
|