CTWM
Cherry Tree Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Sell |
815
-37
| -4% | -$4.59K | 0.02% | 215 |
|
|
2025
Q1 | $84.1K | Buy |
852
+38
| +5% | +$3.75K | 0.02% | 226 |
|
|
2024
Q4 | $90.6K | Hold |
814
| – | – | 0.02% | 217 |
|
|
2024
Q3 | $78.3K | Buy |
814
+1
| +0.1% | +$96 | 0.02% | 235 |
|
|
2024
Q2 | $80.7K | Sell |
813
-68
| -8% | -$6.75K | 0.02% | 222 |
|
|
2024
Q1 | $108K | Hold |
881
| – | – | 0.03% | 199 |
|
|
2023
Q4 | $79.5K | Sell |
881
-5
| -0.6% | -$451 | 0.02% | 215 |
|
|
2023
Q3 | $71.8K | Buy |
886
+5
| +0.6% | +$405 | 0.02% | 209 |
|
|
2023
Q2 | $78.6K | Buy |
+881
| New | +$78.6K | 0.02% | 205 |
|