CGF
Constant Guidance Financial’s Walt Disney DIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.15M | Buy |
+25,431
| New | +$3.15M | 3.17% | 7 |
|
2025
Q1 | – | Sell |
-10,689
| Closed | -$1.19M | – | 36 |
|
2024
Q4 | $1.19M | Buy |
10,689
+2,335
| +28% | +$260K | 1.03% | 18 |
|
2024
Q3 | $804K | Buy |
+8,354
| New | +$804K | 0.66% | 21 |
|
2024
Q2 | – | Sell |
-11,065
| Closed | -$1.3M | – | 29 |
|
2024
Q1 | $1.3M | Buy |
+11,065
| New | +$1.3M | 1.2% | 22 |
|