CFM Wealth Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Buy |
|
|||||
|
2025
Q1 | $241K | Buy |
|
|||||
|
2024
Q4 | $250K | Sell |
|
|||||
|
2024
Q3 | $229K | Sell |
|
|||||
|
2024
Q2 | $360K | Sell |
|
|||||
|
2024
Q1 | $546K | Sell |
|
|||||
|
2023
Q4 | $781K | Sell |
|
|||||
|
2023
Q3 | $900K | Sell |
|
|||||
|
2023
Q2 | $1.23M | Sell |
|
|||||
|
2023
Q1 | $1.63M | Buy |
|
|||||
|
2022
Q4 | $1.41M | Sell |
|
|||||
|
2022
Q3 | $1.72M | Sell |
|
|||||
|
2022
Q2 | $1.78M | Sell |
|
|||||
|
2022
Q1 | $2.63M | Buy |
|
|||||
|
2021
Q4 | $3M | Buy |
|
|||||
|
2021
Q3 | $3.04M | Sell |
|
|||||
|
2021
Q2 | $3.24M | Buy |
|
|||||
|
2021
Q1 | $3.39M | Buy |
|
|||||
|
2020
Q4 | $3.33M | Sell |
|
|||||
|
2020
Q3 | $4.23M | Sell |
|
|||||
|
2020
Q2 | $3.96M | Sell |
|
|||||
|
2020
Q1 | $3.58M | Buy |
|
|||||
|
2019
Q4 | $4.68M | Buy |
|