Commonwealth Financial Services’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
+1,866
| New | +$231K | 0.04% | 187 |
|
|
2017
Q1 | $93K | Buy |
822
+364
| +79% | +$41.2K | 0.1% | 75 |
|
|
2016
Q4 | $49K | Hold |
458
| – | – | 0.05% | 91 |
|
|
2016
Q3 | $43K | Hold |
458
| – | – | 0.04% | 86 |
|
|
2016
Q2 | $45K | Hold |
458
| – | – | 0.05% | 88 |
|
|
2016
Q1 | $45K | Hold |
458
| – | – | 0.07% | 85 |
|
|
2015
Q4 | $48K | Hold |
458
| – | – | 0.16% | 73 |
|
|
2015
Q3 | $47K | Hold |
458
| – | – | 0.05% | 76 |
|
|
2015
Q2 | $52K | Hold |
458
| – | – | 0.06% | 88 |
|
|
2015
Q1 | $48K | Hold |
458
| – | – | 0.04% | 94 |
|
|
2014
Q4 | $43K | Buy |
+458
| New | +$43K | 0.04% | 90 |
|