CWG
Cornerstone Wealth Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
8,241
-78
| -0.9% | -$9.67K | 0.08% | 136 |
|
|
2025
Q1 | $821K | Sell |
8,319
-33,422
| -80% | -$3.3M | 0.07% | 145 |
|
|
2024
Q4 | $4.65M | Buy |
41,741
+57
| +0.1% | +$6.35K | 0.38% | 74 |
|
|
2024
Q3 | $4.01M | Buy |
41,684
+18
| +0% | +$1.73K | 0.33% | 83 |
|
|
2024
Q2 | $4.14M | Buy |
41,666
+1,643
| +4% | +$163K | 0.37% | 70 |
|
|
2024
Q1 | $4.9M | Buy |
40,023
+2,898
| +8% | +$355K | 0.45% | 58 |
|
|
2023
Q4 | $3.35M | Buy |
37,125
+31,008
| +507% | +$2.8M | 0.48% | 58 |
|
|
2023
Q3 | $496K | Buy |
6,117
+568
| +10% | +$46K | 0.09% | 105 |
|
|
2023
Q2 | $495K | Buy |
5,549
+876
| +19% | +$78.2K | 0.09% | 107 |
|
|
2023
Q1 | $468K | Sell |
4,673
-328
| -7% | -$32.8K | 0.08% | 115 |
|
|
2022
Q4 | $434K | Sell |
5,001
-632
| -11% | -$54.9K | 0.08% | 101 |
|
|
2022
Q3 | $531K | Buy |
5,633
+497
| +10% | +$46.9K | 0.12% | 92 |
|
|
2022
Q2 | $485K | Sell |
5,136
-226
| -4% | -$21.3K | 0.1% | 97 |
|
|
2022
Q1 | $735K | Buy |
5,362
+506
| +10% | +$69.4K | 0.13% | 109 |
|
|
2021
Q4 | $752K | Buy |
4,856
+462
| +11% | +$71.5K | 0.13% | 104 |
|
|
2021
Q3 | $743K | Buy |
4,394
+474
| +12% | +$80.2K | 0.13% | 105 |
|
|
2021
Q2 | $678K | Sell |
3,920
-31
| -0.8% | -$5.36K | 0.14% | 101 |
|
|
2021
Q1 | $723K | Buy |
3,951
+236
| +6% | +$43.2K | 0.15% | 109 |
|
|
2020
Q4 | $673K | Buy |
3,715
+18
| +0.5% | +$3.26K | 0.17% | 106 |
|
|
2020
Q3 | $459K | Sell |
3,697
-151
| -4% | -$18.7K | 0.13% | 95 |
|
|
2020
Q2 | $429K | Buy |
3,848
+60
| +2% | +$6.69K | 0.11% | 93 |
|
|
2020
Q1 | $366K | Sell |
3,788
-12,552
| -77% | -$1.21M | 0.13% | 83 |
|
|
2019
Q4 | $2.36M | Buy |
16,340
+3,901
| +31% | +$564K | 0.64% | 54 |
|
|
2019
Q3 | $1.62M | Buy |
12,439
+9,414
| +311% | +$1.23M | 0.41% | 70 |
|
|
2019
Q2 | $422K | Sell |
3,025
-7,967
| -72% | -$1.11M | 0.11% | 123 |
|
|
2019
Q1 | $1.22M | Buy |
+10,992
| New | +$1.22M | 0.31% | 81 |
|