CM Wealth Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,448
| Closed | -$574K | – | 101 |
|
|
2024
Q1 | $574K | Buy |
+5,448
| New | +$574K | 0.16% | 69 |
|
|
2023
Q3 | – | Sell |
-12,027
| Closed | -$1.04M | – | 102 |
|
|
2023
Q2 | $1.04M | Buy |
12,027
+635
| +6% | +$54.7K | 0.34% | 29 |
|
|
2023
Q1 | $1.1M | Buy |
+11,392
| New | +$1.1M | 0.21% | 136 |
|