CJM Wealth Advisers’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 | $245K | Buy |
+1,977
| New | +$245K | 0.08% | 62 |
|
|
2025
Q1 | – | Sell |
-2,325
| Closed | -$259K | – | 68 |
|
|
2024
Q4 | $259K | Buy |
2,325
+81
| +4% | +$9.02K | 0.09% | 58 |
|
|
2024
Q3 | $216K | Buy |
+2,244
| New | +$216K | 0.07% | 66 |
|
|
2024
Q2 | – | Sell |
-2,101
| Closed | -$257K | – | 66 |
|
|
2024
Q1 | $257K | Buy |
+2,101
| New | +$257K | 0.1% | 56 |
|
|
2023
Q3 | – | Sell |
-2,534
| Closed | -$226K | – | 55 |
|
|
2023
Q2 | $226K | Sell |
2,534
-100
| -4% | -$8.93K | 0.11% | 52 |
|
|
2023
Q1 | $264K | Sell |
2,634
-132
| -5% | -$13.2K | 0.15% | 45 |
|
|
2022
Q4 | $240K | Sell |
2,766
-200
| -7% | -$17.4K | 0.15% | 47 |
|
|
2022
Q3 | $280K | Sell |
2,966
-218
| -7% | -$20.6K | 0.2% | 43 |
|
|
2022
Q2 | $301K | Buy |
3,184
+50
| +2% | +$4.72K | 0.21% | 42 |
|
|
2022
Q1 | $430K | Sell |
3,134
-99
| -3% | -$13.6K | 0.29% | 35 |
|
|
2021
Q4 | $501K | Buy |
+3,233
| New | +$501K | 0.36% | 36 |
|