CLA (CliftonLarsonAllen) Wealth Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $1.19M | Sell |
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2025
Q3 | $1.27M | Sell |
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2025
Q2 | $2.23M | Buy |
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|
2025
Q1 | $1.35M | Buy |
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|
2024
Q4 | $1.45M | Sell |
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2024
Q3 | $1.36M | Buy |
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|
2024
Q2 | $1.3M | Buy |
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|
2024
Q1 | $1.36M | Sell |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $896K | Sell |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.16M | Sell |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $1.12M | Buy |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $1.6M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $643K | Hold |
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|
2021
Q2 | $668K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $281K | Buy |
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