CCIA
Cherry Creek Investment Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,666
| Closed | -$204K | – | 108 |
|
|
2024
Q1 | $204K | Buy |
+1,666
| New | +$204K | 0.11% | 99 |
|
|
2023
Q4 | – | Sell |
-2,609
| Closed | -$211K | – | 101 |
|
|
2023
Q3 | $211K | Sell |
2,609
-7,475
| -74% | -$606K | 0.14% | 82 |
|
|
2023
Q2 | $900K | Sell |
10,084
-2,391
| -19% | -$213K | 0.61% | 34 |
|
|
2023
Q1 | $1.25M | Sell |
12,475
-1
| -0% | -$100 | 0.92% | 27 |
|
|
2022
Q4 | $1.08M | Sell |
12,476
-4,213
| -25% | -$366K | 0.84% | 30 |
|
|
2022
Q3 | $1.57M | Buy |
16,689
+1,450
| +10% | +$137K | 1.3% | 21 |
|
|
2022
Q2 | $1.44M | Sell |
15,239
-582
| -4% | -$55K | 1.16% | 24 |
|
|
2022
Q1 | $2.17M | Buy |
15,821
+299
| +2% | +$41K | 1.43% | 20 |
|
|
2021
Q4 | $2.4M | Buy |
15,522
+1,085
| +8% | +$168K | 1.49% | 18 |
|
|
2021
Q3 | $2.44M | Buy |
14,437
+124
| +0.9% | +$21K | 1.63% | 17 |
|
|
2021
Q2 | $2.52M | Buy |
+14,313
| New | +$2.52M | 1.65% | 17 |
|