CFS Investment Advisory Services’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 | $246K | Sell |
1,986
-295
| -13% | -$36.5K | 0.02% | 298 |
|
|
2025
Q1 | $225K | Buy |
2,281
+22
| +1% | +$2.17K | 0.02% | 292 |
|
|
2024
Q4 | $252K | Buy |
+2,259
| New | +$252K | 0.02% | 268 |
|
|
2022
Q2 | – | Sell |
-401,879
| Closed | -$3K | – | 293 |
|
|
2022
Q1 | $3K | Buy |
401,879
+398,917
| +13,468% | +$2.98K | 0.01% | 236 |
|
|
2021
Q4 | $424K | Buy |
2,962
+97
| +3% | +$13.9K | 0.06% | 174 |
|
|
2021
Q3 | $485K | Buy |
+2,865
| New | +$485K | 0.07% | 157 |
|