CWM
Collaborative Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Sell |
2,335
-25
| -1% | -$3.1K | 0.13% | 138 |
|
|
2025
Q1 | $233K | Sell |
2,360
-1,742
| -42% | -$172K | 0.11% | 149 |
|
|
2024
Q4 | $457K | Sell |
4,102
-3,516
| -46% | -$391K | 0.21% | 100 |
|
|
2024
Q3 | $733K | Buy |
7,618
+44
| +0.6% | +$4.23K | 0.33% | 67 |
|
|
2024
Q2 | $752K | Sell |
7,574
-56
| -0.7% | -$5.56K | 0.37% | 59 |
|
|
2024
Q1 | $934K | Buy |
7,630
+4,964
| +186% | +$607K | 0.47% | 50 |
|
|
2023
Q4 | $241K | Buy |
2,666
+50
| +2% | +$4.52K | 0.13% | 140 |
|
|
2023
Q3 | $212K | Sell |
2,616
-182
| -7% | -$14.8K | 0.13% | 151 |
|
|
2023
Q2 | $250K | Sell |
2,798
-8
| -0.3% | -$714 | 0.15% | 138 |
|
|
2023
Q1 | $281K | Hold |
2,806
| – | – | 0.18% | 131 |
|
|
2022
Q4 | $244K | Buy |
2,806
+350
| +14% | +$30.4K | 0.16% | 149 |
|
|
2022
Q3 | $232K | Sell |
2,456
-80
| -3% | -$7.56K | 0.16% | 149 |
|
|
2022
Q2 | $239K | Buy |
+2,536
| New | +$239K | 0.16% | 160 |
|
|
2021
Q4 | $404K | Buy |
+2,605
| New | +$404K | 0.22% | 129 |
|
|
2021
Q1 | $344K | Buy |
+2,505
| New | +$344K | 0.2% | 144 |
|