CPIA
Cornell Pochily Investment Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $944K | Buy |
7,609
+872
| +13% | +$108K | 0.31% | 76 |
|
|
2025
Q1 | $665K | Buy |
6,737
+44
| +0.7% | +$4.34K | 0.23% | 99 |
|
|
2024
Q4 | $745K | Sell |
6,693
-227
| -3% | -$25.3K | 0.26% | 92 |
|
|
2024
Q3 | $666K | Buy |
6,920
+69
| +1% | +$6.64K | 0.23% | 101 |
|
|
2024
Q2 | $680K | Buy |
6,851
+72
| +1% | +$7.15K | 0.26% | 91 |
|
|
2024
Q1 | $830K | Sell |
6,779
-145
| -2% | -$17.7K | 0.33% | 81 |
|
|
2023
Q4 | $625K | Buy |
6,924
+256
| +4% | +$23.1K | 0.26% | 97 |
|
|
2023
Q3 | $540K | Buy |
6,668
+159
| +2% | +$12.9K | 0.24% | 100 |
|
|
2023
Q2 | $581K | Sell |
6,509
-311
| -5% | -$27.8K | 0.24% | 101 |
|
|
2023
Q1 | $683K | Buy |
6,820
+301
| +5% | +$30.1K | 0.29% | 96 |
|
|
2022
Q4 | $566K | Sell |
6,519
-941
| -13% | -$81.8K | 0.25% | 102 |
|
|
2022
Q3 | $704K | Buy |
7,460
+110
| +1% | +$10.4K | 0.31% | 84 |
|
|
2022
Q2 | $694K | Buy |
7,350
+324
| +5% | +$30.6K | 0.31% | 90 |
|
|
2022
Q1 | $964K | Sell |
7,026
-57
| -0.8% | -$7.82K | 0.38% | 79 |
|
|
2021
Q4 | $1.1M | Buy |
7,083
+1,556
| +28% | +$241K | 0.43% | 68 |
|
|
2021
Q3 | $935K | Buy |
5,527
+98
| +2% | +$16.6K | 0.4% | 71 |
|
|
2021
Q2 | $954K | Sell |
5,429
-16
| -0.3% | -$2.81K | 0.42% | 68 |
|
|
2021
Q1 | $1.01M | Sell |
5,445
-167
| -3% | -$30.8K | 0.48% | 59 |
|
|
2020
Q4 | $1.02M | Sell |
5,612
-247
| -4% | -$44.8K | 0.49% | 54 |
|
|
2020
Q3 | $727K | Hold |
5,859
| – | – | 0.42% | 66 |
|
|
2020
Q2 | $653K | Buy |
5,859
+350
| +6% | +$39K | 0.41% | 64 |
|
|
2020
Q1 | $532K | Buy |
+5,509
| New | +$532K | 0.39% | 68 |
|
|
2019
Q4 | – | Sell |
-4,988
| Closed | -$650K | – | 136 |
|
|
2019
Q3 | $650K | Sell |
4,988
-219
| -4% | -$28.5K | 0.42% | 68 |
|
|
2019
Q2 | $727 | Buy |
5,207
+52
| +1% | +$7 | 0.18% | 68 |
|
|
2019
Q1 | $572K | Buy |
5,155
+78
| +2% | +$8.66K | 0.39% | 68 |
|
|
2018
Q4 | $556K | Buy |
5,077
+1,057
| +26% | +$116K | 0.36% | 77 |
|
|
2018
Q3 | $470K | Sell |
4,020
-81
| -2% | -$9.47K | 0.32% | 82 |
|
|
2018
Q2 | $429K | Sell |
4,101
-207
| -5% | -$21.7K | 0.3% | 84 |
|
|
2018
Q1 | $432K | Sell |
4,308
-173
| -4% | -$17.3K | 0.31% | 86 |
|
|
2017
Q4 | $481K | Buy |
+4,481
| New | +$481K | 0.31% | 86 |
|