Cetera Trust Company’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 | $1.84M | Buy |
14,817
+125
| +0.9% | +$15.5K | 1.1% | 25 |
|
|
2025
Q1 | $1.45M | Sell |
14,692
-150
| -1% | -$14.8K | 0.92% | 35 |
|
|
2024
Q4 | $1.65M | Buy |
14,842
+675
| +5% | +$75.2K | 1.07% | 30 |
|
|
2024
Q3 | $1.36M | Buy |
14,167
+167
| +1% | +$16.1K | 0.83% | 36 |
|
|
2024
Q2 | $1.39M | Sell |
14,000
-225
| -2% | -$22.3K | 0.87% | 35 |
|
|
2024
Q1 | $1.74M | Hold |
14,225
| – | – | 1.05% | 33 |
|
|
2023
Q4 | $1.28M | Buy |
+14,225
| New | +$1.28M | 0.8% | 37 |
|