CIA
Concurrent Investment Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.02M | Buy |
72,707
+2,982
| +4% | +$370K | 0.17% | 128 |
|
|
2025
Q1 | $6.88M | Buy |
69,725
+5,767
| +9% | +$569K | 0.17% | 129 |
|
|
2024
Q4 | $7.12M | Sell |
63,958
-2,786
| -4% | -$310K | 0.19% | 107 |
|
|
2024
Q3 | $6.42M | Buy |
66,744
+5,184
| +8% | +$499K | 0.19% | 113 |
|
|
2024
Q2 | $6.11M | Buy |
61,560
+6,068
| +11% | +$602K | 0.2% | 114 |
|
|
2024
Q1 | $6.79M | Buy |
55,492
+13,372
| +32% | +$1.64M | 0.27% | 84 |
|
|
2023
Q4 | $3.8M | Buy |
+42,120
| New | +$3.8M | 0.18% | 135 |
|