CCA
Checchi Capital Advisers’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
17,646
+46
| +0.3% | +$5.71K | 0.12% | 112 |
|
|
2025
Q1 | $1.74M | Buy |
17,600
+519
| +3% | +$51.2K | 0.09% | 136 |
|
|
2024
Q4 | $1.9M | Sell |
17,081
-38
| -0.2% | -$4.23K | 0.11% | 124 |
|
|
2024
Q3 | $1.65M | Buy |
17,119
+374
| +2% | +$36K | 0.09% | 135 |
|
|
2024
Q2 | $1.66M | Sell |
16,745
-685
| -4% | -$68K | 0.08% | 128 |
|
|
2024
Q1 | $2.13M | Sell |
17,430
-157
| -0.9% | -$19.2K | 0.17% | 111 |
|
|
2023
Q4 | $1.59M | Buy |
17,587
+1,871
| +12% | +$169K | 0.13% | 132 |
|
|
2023
Q3 | $1.27M | Sell |
15,716
-1,010
| -6% | -$81.9K | 0.12% | 145 |
|
|
2023
Q2 | $1.49M | Sell |
16,726
-2,094
| -11% | -$187K | 0.13% | 128 |
|
|
2023
Q1 | $1.88M | Sell |
18,820
-72
| -0.4% | -$7.21K | 0.18% | 107 |
|
|
2022
Q4 | $1.64M | Sell |
18,892
-2
| -0% | -$174 | 0.17% | 112 |
|
|
2022
Q3 | $1.78M | Buy |
18,894
+5,634
| +42% | +$531K | 0.17% | 108 |
|
|
2022
Q2 | $1.41M | Sell |
13,260
-1,361
| -9% | -$144K | 0.12% | 124 |
|
|
2022
Q1 | $2.01M | Buy |
14,621
+449
| +3% | +$61.6K | 0.17% | 87 |
|
|
2021
Q4 | $2.2M | Sell |
14,172
-1,072
| -7% | -$166K | 0.19% | 82 |
|
|
2021
Q3 | $2.58M | Buy |
15,244
+186
| +1% | +$31.5K | 0.26% | 66 |
|
|
2021
Q2 | $2.65M | Sell |
15,058
-8,342
| -36% | -$1.47M | 0.26% | 68 |
|
|
2021
Q1 | $4.32M | Sell |
23,400
-566
| -2% | -$104K | 0.43% | 38 |
|
|
2020
Q4 | $4.34M | Sell |
23,966
-1,010
| -4% | -$183K | 0.45% | 36 |
|
|
2020
Q3 | $3.1M | Buy |
24,976
+430
| +2% | +$53.4K | 0.34% | 44 |
|
|
2020
Q2 | $2.74M | Buy |
24,546
+1,823
| +8% | +$203K | 0.33% | 38 |
|
|
2020
Q1 | $2.2M | Buy |
22,723
+5,338
| +31% | +$516K | 0.21% | 43 |
|
|
2019
Q4 | $2.51M | Buy |
17,385
+253
| +1% | +$36.6K | 0.34% | 47 |
|
|
2019
Q3 | $2.23M | Sell |
17,132
-354
| -2% | -$46.1K | 0.29% | 48 |
|
|
2019
Q2 | $2.44M | Buy |
17,486
+1,467
| +9% | +$205K | 0.31% | 42 |
|
|
2019
Q1 | $1.78M | Buy |
16,019
+3,340
| +26% | +$371K | 0.21% | 62 |
|
|
2018
Q4 | $1.39M | Sell |
12,679
-2,144
| -14% | -$235K | 0.18% | 66 |
|
|
2018
Q3 | $1.73M | Buy |
14,823
+465
| +3% | +$54.4K | 0.2% | 66 |
|
|
2018
Q2 | $1.51M | Sell |
14,358
-23
| -0.2% | -$2.41K | 0.19% | 68 |
|
|
2018
Q1 | $1.44M | Buy |
14,381
+286
| +2% | +$28.7K | 0.19% | 70 |
|
|
2017
Q4 | $1.52M | Sell |
14,095
-13,198
| -48% | -$1.42M | 0.2% | 69 |
|
|
2017
Q3 | $2.69M | Sell |
27,293
-163
| -0.6% | -$16.1K | 0.27% | 25 |
|
|
2017
Q2 | $2.92M | Sell |
27,456
-3,039
| -10% | -$323K | 0.32% | 22 |
|
|
2017
Q1 | $3.46M | Buy |
30,495
+1,019
| +3% | +$116K | 0.4% | 14 |
|
|
2016
Q4 | $3.07M | Buy |
29,476
+107
| +0.4% | +$11.2K | 0.41% | 17 |
|
|
2016
Q3 | $2.73M | Sell |
29,369
-30
| -0.1% | -$2.79K | 0.31% | 20 |
|
|
2016
Q2 | $2.88M | Buy |
29,399
+310
| +1% | +$30.3K | 0.33% | 15 |
|
|
2016
Q1 | $2.89M | Sell |
29,089
-1,895
| -6% | -$188K | 0.64% | 15 |
|
|
2015
Q4 | $3.26M | Buy |
30,984
+1,851
| +6% | +$195K | 0.82% | 12 |
|
|
2015
Q3 | $2.98M | Buy |
29,133
+383
| +1% | +$39.1K | 0.81% | 11 |
|
|
2015
Q2 | $3.28M | Sell |
28,750
-1,216
| -4% | -$139K | 0.87% | 14 |
|
|
2015
Q1 | $3.14M | Buy |
29,966
+1,857
| +7% | +$195K | 0.93% | 14 |
|
|
2014
Q4 | $2.65M | Buy |
28,109
+836
| +3% | +$78.8K | 0.99% | 18 |
|
|
2014
Q3 | $2.43M | Buy |
27,273
+3,529
| +15% | +$314K | 1% | 21 |
|
|
2014
Q2 | $2.04M | Buy |
23,744
+1,141
| +5% | +$97.8K | 0.93% | 21 |
|
|
2014
Q1 | $1.81M | Buy |
22,603
+16,485
| +269% | +$1.32M | 1.11% | 21 |
|
|
2013
Q4 | $467K | Buy |
+6,118
| New | +$467K | 0.36% | 58 |
|