CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
17,971
+4,292
| +31% | +$532K | 0.04% | 119 |
|
|
2025
Q1 | $1.35M | Buy |
13,679
+629
| +5% | +$62.1K | 0.03% | 142 |
|
|
2024
Q4 | $1.45M | Sell |
13,050
-1,057
| -7% | -$118K | 0.03% | 129 |
|
|
2024
Q3 | $1.36M | Buy |
14,107
+968
| +7% | +$93.1K | 0.03% | 132 |
|
|
2024
Q2 | $1.3M | Buy |
13,139
+2,017
| +18% | +$200K | 0.03% | 126 |
|
|
2024
Q1 | $1.36M | Sell |
11,122
-1,637
| -13% | -$200K | 0.03% | 120 |
|
|
2023
Q4 | $1.15M | Buy |
12,759
+1,707
| +15% | +$154K | 0.03% | 127 |
|
|
2023
Q3 | $896K | Sell |
11,052
-535
| -5% | -$43.4K | 0.03% | 129 |
|
|
2023
Q2 | $1.03M | Sell |
11,587
-12
| -0.1% | -$1.07K | 0.03% | 128 |
|
|
2023
Q1 | $1.16M | Sell |
11,599
-44
| -0.4% | -$4.41K | 0.03% | 126 |
|
|
2022
Q4 | $1.01M | Sell |
11,643
-197
| -2% | -$17.1K | 0.04% | 133 |
|
|
2022
Q3 | $1.12M | Buy |
11,840
+80
| +0.7% | +$7.55K | 0.14% | 54 |
|
|
2022
Q2 | $1.11M | Buy |
11,760
+69
| +0.6% | +$6.51K | 0.05% | 129 |
|
|
2022
Q1 | $1.6M | Buy |
+11,691
| New | +$1.6M | 0.06% | 117 |
|
|
2021
Q4 | – | Sell |
-3,800
| Closed | -$643K | – | 203 |
|
|
2021
Q3 | $643K | Hold |
3,800
| – | – | 0.03% | 195 |
|
|
2021
Q2 | $668K | Buy |
+3,800
| New | +$668K | 0.03% | 193 |
|
|
2015
Q3 | – | Sell |
-2,458
| Closed | -$281K | – | 121 |
|
|
2015
Q2 | $281K | Buy |
+2,458
| New | +$281K | 0.06% | 133 |
|