CWM
Congress Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4M | Buy |
156,726
+62,904
| +67% | +$7.8M | 0.19% | 132 |
|
|
2025
Q1 | $9.28M | Buy |
93,822
+34,635
| +59% | +$3.43M | 0.11% | 220 |
|
|
2024
Q4 | $6.59M | Sell |
59,187
-40,847
| -41% | -$4.55M | 0.09% | 250 |
|
|
2024
Q3 | $9.62M | Buy |
100,034
+38,247
| +62% | +$3.68M | 0.13% | 218 |
|
|
2024
Q2 | $6.13M | Buy |
61,787
+54,771
| +781% | +$5.44M | 0.1% | 223 |
|
|
2024
Q1 | $858K | Sell |
7,016
-4,167
| -37% | -$510K | 0.01% | 387 |
|
|
2023
Q4 | $1.01M | Buy |
11,183
+7,341
| +191% | +$663K | 0.02% | 391 |
|
|
2023
Q3 | $311K | Sell |
3,842
-336
| -8% | -$27.2K | 0.01% | 519 |
|
|
2023
Q2 | $373K | Sell |
4,178
-326
| -7% | -$29.1K | 0.01% | 452 |
|
|
2023
Q1 | $451K | Sell |
4,504
-3,501
| -44% | -$351K | 0.01% | 431 |
|
|
2022
Q4 | $696K | Buy |
8,005
+857
| +12% | +$74.5K | 0.02% | 375 |
|
|
2022
Q3 | $674K | Sell |
7,148
-1,210
| -14% | -$114K | 0.02% | 372 |
|
|
2022
Q2 | $789K | Sell |
8,358
-61,433
| -88% | -$5.8M | 0.02% | 360 |
|
|
2022
Q1 | $9.57M | Buy |
69,791
+498
| +0.7% | +$68.3K | 0.21% | 149 |
|
|
2021
Q4 | $10.7M | Buy |
+69,293
| New | +$10.7M | 0.21% | 141 |
|