CIM
Contravisory Investment Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.2K | Hold |
300
| – | – | 0.01% | 281 |
|
|
2025
Q1 | $29.6K | Sell |
300
-21
| -7% | -$2.07K | 0.01% | 283 |
|
|
2024
Q4 | $35.7K | Buy |
321
+21
| +7% | +$2.34K | 0.01% | 252 |
|
|
2024
Q3 | $28.9K | Sell |
300
-4,859
| -94% | -$467K | 0.01% | 248 |
|
|
2024
Q2 | $512K | Buy |
5,159
+3,889
| +306% | +$386K | 0.11% | 121 |
|
|
2024
Q1 | $155K | Hold |
1,270
| – | – | 0.03% | 218 |
|
|
2023
Q4 | $115K | Hold |
1,270
| – | – | 0.03% | 218 |
|
|
2023
Q3 | $103K | Hold |
1,270
| – | – | 0.03% | 223 |
|
|
2023
Q2 | $113K | Hold |
1,270
| – | – | 0.03% | 216 |
|
|
2023
Q1 | $127K | Hold |
1,270
| – | – | 0.04% | 213 |
|
|
2022
Q4 | $110K | Hold |
1,270
| – | – | 0.03% | 217 |
|
|
2022
Q3 | $120K | Hold |
1,270
| – | – | 0.04% | 207 |
|
|
2022
Q2 | $120K | Hold |
1,270
| – | – | 0.04% | 211 |
|
|
2022
Q1 | $174K | Buy |
1,270
+970
| +323% | +$133K | 0.05% | 199 |
|
|
2021
Q4 | $46K | Hold |
300
| – | – | 0.01% | 226 |
|
|
2021
Q3 | $51K | Hold |
300
| – | – | 0.02% | 232 |
|
|
2021
Q2 | $53K | Hold |
300
| – | – | 0.02% | 227 |
|
|
2021
Q1 | $55K | Hold |
300
| – | – | 0.02% | 213 |
|
|
2020
Q4 | $54K | Hold |
300
| – | – | 0.02% | 205 |
|
|
2020
Q3 | $37K | Hold |
300
| – | – | 0.01% | 204 |
|
|
2020
Q2 | $36K | Sell |
300
-32,827
| -99% | -$3.94M | 0.01% | 207 |
|
|
2020
Q1 | $3.2M | Sell |
33,127
-769
| -2% | -$74.3K | 1.42% | 39 |
|
|
2019
Q4 | $4.9M | Buy |
33,896
+540
| +2% | +$78.1K | 1.79% | 22 |
|
|
2019
Q3 | $4.35M | Sell |
33,356
-180
| -0.5% | -$23.5K | 1.65% | 29 |
|
|
2019
Q2 | $4.68M | Sell |
33,536
-1,640
| -5% | -$229K | 1.81% | 20 |
|
|
2019
Q1 | $3.91M | Buy |
35,176
+34,767
| +8,500% | +$3.86M | 1.51% | 36 |
|
|
2018
Q4 | $45K | Buy |
409
+261
| +176% | +$28.7K | 0.02% | 212 |
|
|
2018
Q3 | $17K | Sell |
148
-10
| -6% | -$1.15K | 0.01% | 217 |
|
|
2018
Q2 | $17K | Buy |
158
+8
| +5% | +$861 | 0.01% | 245 |
|
|
2018
Q1 | $15K | Buy |
+150
| New | +$15K | 0.01% | 246 |
|
|
2017
Q4 | – | Sell |
-50,087
| Closed | -$4.94M | – | 459 |
|
|
2017
Q3 | $4.94M | Sell |
50,087
-2,432
| -5% | -$240K | 1.76% | 29 |
|
|
2017
Q2 | $5.58M | Buy |
52,519
+52,319
| +26,160% | +$5.56M | 2.01% | 23 |
|
|
2017
Q1 | $23K | Hold |
200
| – | – | 0.01% | 195 |
|
|
2016
Q4 | $21K | Hold |
200
| – | – | 0.01% | 181 |
|
|
2016
Q3 | $19K | Hold |
200
| – | – | 0.01% | 121 |
|
|
2016
Q2 | $20K | Sell |
200
-18
| -8% | -$1.8K | 0.01% | 115 |
|
|
2016
Q1 | $22K | Hold |
218
| – | – | 0.01% | 114 |
|
|
2015
Q4 | $23K | Buy |
218
+18
| +9% | +$1.9K | 0.01% | 112 |
|
|
2015
Q3 | $20K | Hold |
200
| – | – | ﹤0.01% | 109 |
|
|
2015
Q2 | $23K | Hold |
200
| – | – | 0.01% | 127 |
|
|
2015
Q1 | $21K | Hold |
200
| – | – | ﹤0.01% | 104 |
|
|
2014
Q4 | $19K | Hold |
200
| – | – | ﹤0.01% | 105 |
|
|
2014
Q3 | $18K | Hold |
200
| – | – | ﹤0.01% | 106 |
|
|
2014
Q2 | $17K | Hold |
200
| – | – | ﹤0.01% | 108 |
|
|
2014
Q1 | $16K | Hold |
200
| – | – | ﹤0.01% | 112 |
|
|
2013
Q4 | $15K | Hold |
200
| – | – | ﹤0.01% | 99 |
|
|
2013
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 94 |
|
|
2013
Q2 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 102 |
|