Cornerstone Planning Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Sell |
1,340
-285
| -18% | -$33.7K | 0.03% | 100 |
|
|
2025
Q1 | $142K | Buy |
1,625
+541
| +50% | +$47.2K | 0.03% | 112 |
|
|
2024
Q4 | $123K | Buy |
1,084
+50
| +5% | +$5.67K | 0.03% | 99 |
|
|
2024
Q3 | $99.4K | Buy |
1,034
+68
| +7% | +$6.54K | 0.03% | 115 |
|
|
2024
Q2 | $84.7K | Sell |
966
-1
| -0.1% | -$88 | 0.02% | 146 |
|
|
2024
Q1 | $110K | Buy |
967
+73
| +8% | +$8.29K | 0.03% | 109 |
|
|
2023
Q4 | $80.7K | Buy |
894
+7
| +0.8% | +$632 | 0.03% | 135 |
|
|
2023
Q3 | $71.9K | Buy |
887
+78
| +10% | +$6.32K | 0.03% | 138 |
|
|
2023
Q2 | $72.2K | Buy |
+809
| New | +$72.2K | 0.03% | 178 |
|
|
2022
Q4 | $81.4K | Buy |
+822
| New | +$81.4K | 0.03% | 186 |
|