CYG
Clean Yield Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Sell |
5,150
-389
| -7% | -$48.2K | 0.19% | 79 |
|
|
2025
Q1 | $547K | Buy |
5,539
+250
| +5% | +$24.7K | 0.18% | 83 |
|
|
2024
Q4 | $589K | Hold |
5,289
| – | – | 0.19% | 82 |
|
|
2024
Q3 | $509K | Hold |
5,289
| – | – | 0.16% | 89 |
|
|
2024
Q2 | $525K | Hold |
5,289
| – | – | 0.2% | 76 |
|
|
2024
Q1 | $647K | Sell |
5,289
-60
| -1% | -$7.34K | 0.25% | 69 |
|
|
2023
Q4 | $483K | Hold |
5,349
| – | – | 0.2% | 77 |
|
|
2023
Q3 | $454K | Buy |
5,349
+1,000
| +23% | +$84.9K | 0.2% | 81 |
|
|
2023
Q2 | $388K | Sell |
4,349
-345
| -7% | -$30.8K | 0.16% | 89 |
|
|
2023
Q1 | $470K | Hold |
4,694
| – | – | 0.2% | 83 |
|
|
2022
Q4 | $408K | Buy |
4,694
+279
| +6% | +$24.2K | 0.18% | 89 |
|
|
2022
Q3 | $416K | Buy |
4,415
+21
| +0.5% | +$1.98K | 0.19% | 87 |
|
|
2022
Q2 | $415K | Hold |
4,394
| – | – | 0.17% | 88 |
|
|
2022
Q1 | $603K | Buy |
4,394
+60
| +1% | +$8.23K | 0.21% | 84 |
|
|
2021
Q4 | $671K | Sell |
4,334
-25
| -0.6% | -$3.87K | 0.21% | 83 |
|
|
2021
Q3 | $737K | Hold |
4,359
| – | – | 0.24% | 74 |
|
|
2021
Q2 | $766K | Hold |
4,359
| – | – | 0.26% | 70 |
|
|
2021
Q1 | $804K | Sell |
4,359
-310
| -7% | -$57.2K | 0.3% | 64 |
|
|
2020
Q4 | $846K | Sell |
4,669
-130
| -3% | -$23.6K | 0.3% | 59 |
|
|
2020
Q3 | $595K | Sell |
4,799
-50
| -1% | -$6.2K | 0.24% | 64 |
|
|
2020
Q2 | $541K | Sell |
4,849
-25
| -0.5% | -$2.79K | 0.23% | 69 |
|
|
2020
Q1 | $471K | Buy |
4,874
+104
| +2% | +$10.1K | 0.22% | 74 |
|
|
2019
Q4 | $690K | Hold |
4,770
| – | – | 0.22% | 76 |
|
|
2019
Q3 | $622K | Sell |
4,770
-150
| -3% | -$19.6K | 0.21% | 75 |
|
|
2019
Q2 | $687K | Sell |
4,920
-5
| -0.1% | -$698 | 0.25% | 67 |
|
|
2019
Q1 | $547K | Buy |
4,925
+250
| +5% | +$27.8K | 0.22% | 76 |
|
|
2018
Q4 | $513K | Hold |
4,675
| – | – | 0.22% | 82 |
|
|
2018
Q3 | $547K | Sell |
4,675
-160
| -3% | -$18.7K | 0.22% | 89 |
|
|
2018
Q2 | $507K | Sell |
4,835
-367
| -7% | -$38.5K | 0.21% | 85 |
|
|
2018
Q1 | $522K | Buy |
5,202
+339
| +7% | +$34K | 0.22% | 88 |
|
|
2017
Q4 | $523K | Sell |
4,863
-368
| -7% | -$39.6K | 0.21% | 93 |
|
|
2017
Q3 | $516K | Hold |
5,231
| – | – | 0.21% | 93 |
|
|
2017
Q2 | $550K | Hold |
5,231
| – | – | 0.23% | 90 |
|
|
2017
Q1 | $593K | Hold |
5,231
| – | – | 0.25% | 87 |
|
|
2016
Q4 | $545K | Buy |
5,231
+346
| +7% | +$36K | 0.25% | 85 |
|
|
2016
Q3 | $454K | Buy |
4,885
+50
| +1% | +$4.65K | 0.2% | 93 |
|
|
2016
Q2 | $473K | Hold |
4,835
| – | – | 0.2% | 91 |
|
|
2016
Q1 | $477K | Sell |
4,835
-112
| -2% | -$11K | 0.21% | 87 |
|
|
2015
Q4 | $476K | Sell |
4,947
-259
| -5% | -$24.9K | 0.23% | 86 |
|
|
2015
Q3 | $595K | Sell |
5,206
-500
| -9% | -$57.1K | 0.28% | 80 |
|
|
2015
Q2 | $651K | Hold |
5,706
| – | – | 0.3% | 84 |
|
|
2015
Q1 | $599K | Buy |
5,706
+82
| +1% | +$8.61K | 0.26% | 81 |
|
|
2014
Q4 | $530K | Sell |
5,624
-50
| -0.9% | -$4.71K | 0.24% | 82 |
|
|
2014
Q3 | $505K | Sell |
5,674
-50
| -0.9% | -$4.45K | 0.24% | 84 |
|
|
2014
Q2 | $491K | Sell |
5,724
-722
| -11% | -$61.9K | 0.24% | 89 |
|
|
2014
Q1 | $516K | Sell |
6,446
-290
| -4% | -$23.2K | 0.27% | 86 |
|
|
2013
Q4 | $515K | Sell |
6,736
-240
| -3% | -$18.3K | 0.28% | 83 |
|
|
2013
Q3 | $450K | Sell |
6,976
-130
| -2% | -$8.39K | 0.24% | 86 |
|
|
2013
Q2 | $449K | Buy |
+7,106
| New | +$449K | 0.26% | 81 |
|