CWP
CFM Wealth Partners’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Buy |
2,731
+285
| +12% | +$35.3K | 0.05% | 112 |
|
|
2025
Q1 | $241K | Buy |
2,446
+200
| +9% | +$19.7K | 0.04% | 128 |
|
|
2024
Q4 | $250K | Sell |
2,246
-139
| -6% | -$15.5K | 0.04% | 123 |
|
|
2024
Q3 | $229K | Sell |
2,385
-1,245
| -34% | -$120K | 0.04% | 134 |
|
|
2024
Q2 | $360K | Sell |
3,630
-833
| -19% | -$82.7K | 0.07% | 116 |
|
|
2024
Q1 | $546K | Sell |
4,463
-4,183
| -48% | -$512K | 0.11% | 103 |
|
|
2023
Q4 | $781K | Sell |
8,646
-2,455
| -22% | -$222K | 0.18% | 88 |
|
|
2023
Q3 | $900K | Sell |
11,101
-2,645
| -19% | -$214K | 0.24% | 71 |
|
|
2023
Q2 | $1.23M | Sell |
13,746
-2,498
| -15% | -$223K | 0.3% | 73 |
|
|
2023
Q1 | $1.63M | Buy |
16,244
+31
| +0.2% | +$3.1K | 0.44% | 59 |
|
|
2022
Q4 | $1.41M | Sell |
16,213
-2,015
| -11% | -$175K | 0.42% | 64 |
|
|
2022
Q3 | $1.72M | Sell |
18,228
-629
| -3% | -$59.3K | 0.55% | 50 |
|
|
2022
Q2 | $1.78M | Sell |
18,857
-317
| -2% | -$29.9K | 0.53% | 49 |
|
|
2022
Q1 | $2.63M | Buy |
19,174
+25
| +0.1% | +$3.43K | 0.63% | 43 |
|
|
2021
Q4 | $3M | Buy |
19,149
+1,181
| +7% | +$185K | 0.67% | 43 |
|
|
2021
Q3 | $3.04M | Sell |
17,968
-468
| -3% | -$79.2K | 0.76% | 35 |
|
|
2021
Q2 | $3.24M | Buy |
18,436
+50
| +0.3% | +$8.79K | 0.86% | 32 |
|
|
2021
Q1 | $3.39M | Buy |
18,386
+20
| +0.1% | +$3.69K | 1.02% | 25 |
|
|
2020
Q4 | $3.33M | Sell |
18,366
-15,705
| -46% | -$2.85M | 1.06% | 26 |
|
|
2020
Q3 | $4.23M | Sell |
34,071
-1,447
| -4% | -$180K | 1.54% | 14 |
|
|
2020
Q2 | $3.96M | Sell |
35,518
-1,562
| -4% | -$174K | 1.5% | 13 |
|
|
2020
Q1 | $3.58M | Buy |
37,080
+4,850
| +15% | +$469K | 1.66% | 12 |
|
|
2019
Q4 | $4.68M | Buy |
+32,230
| New | +$4.68M | 1.72% | 13 |
|