CWM
Cornerstone Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Buy |
20,327
+1,075
| +6% | +$133K | 0.15% | 133 |
|
|
2025
Q1 | $1.9M | Sell |
19,252
-337
| -2% | -$33.3K | 0.13% | 155 |
|
|
2024
Q4 | $2.18M | Sell |
19,589
-15
| -0.1% | -$1.67K | 0.15% | 141 |
|
|
2024
Q3 | $1.89M | Sell |
19,604
-660
| -3% | -$63.5K | 0.13% | 147 |
|
|
2024
Q2 | $2.01M | Buy |
20,264
+352
| +2% | +$35K | 0.15% | 136 |
|
|
2024
Q1 | $2.44M | Sell |
19,912
-384
| -2% | -$47K | 0.2% | 112 |
|
|
2023
Q4 | $1.83M | Sell |
20,296
-2,084
| -9% | -$188K | 0.16% | 131 |
|
|
2023
Q3 | $1.81M | Sell |
22,380
-4,151
| -16% | -$336K | 0.17% | 125 |
|
|
2023
Q2 | $2.37M | Buy |
26,531
+187
| +0.7% | +$16.7K | 0.21% | 107 |
|
|
2023
Q1 | $2.64M | Buy |
+26,344
| New | +$2.64M | 0.26% | 91 |
|
|
2022
Q3 | $2.22M | Buy |
23,534
+1,955
| +9% | +$184K | 0.25% | 91 |
|
|
2022
Q2 | $2.04M | Buy |
21,579
+484
| +2% | +$45.7K | 0.23% | 93 |
|
|
2022
Q1 | $2.89M | Buy |
21,095
+1,047
| +5% | +$144K | 0.28% | 74 |
|
|
2021
Q4 | $3.11M | Buy |
20,048
+1,065
| +6% | +$165K | 0.3% | 80 |
|
|
2021
Q3 | $3.21M | Buy |
18,983
+443
| +2% | +$74.9K | 0.34% | 69 |
|
|
2021
Q2 | $3.26M | Buy |
18,540
+928
| +5% | +$163K | 0.34% | 67 |
|
|
2021
Q1 | $3.25M | Buy |
17,612
+880
| +5% | +$162K | 0.38% | 56 |
|
|
2020
Q4 | $3.03M | Buy |
16,732
+495
| +3% | +$89.7K | 0.38% | 54 |
|
|
2020
Q3 | $2.02M | Buy |
16,237
+2
| +0% | +$248 | 0.3% | 68 |
|
|
2020
Q2 | $1.81M | Sell |
16,235
-3,739
| -19% | -$417K | 0.29% | 68 |
|
|
2020
Q1 | $1.93M | Buy |
19,974
+8,949
| +81% | +$864K | 0.37% | 51 |
|
|
2019
Q4 | $1.6M | Buy |
11,025
+516
| +5% | +$74.7K | 0.26% | 77 |
|
|
2019
Q3 | $1.37M | Sell |
10,509
-220
| -2% | -$28.7K | 0.24% | 83 |
|
|
2019
Q2 | $1.5M | Sell |
10,729
-1,850
| -15% | -$258K | 0.27% | 78 |
|
|
2019
Q1 | $3.3M | Buy |
12,579
+2,387
| +23% | +$626K | 0.4% | 51 |
|
|
2018
Q4 | $1.12M | Sell |
10,192
-891,145
| -99% | -$97.9M | 0.24% | 85 |
|
|
2018
Q3 | $9.05M | Sell |
901,337
-121,199
| -12% | -$1.22M | 0.11% | 193 |
|
|
2018
Q2 | $9.71M | Buy |
1,022,536
+1,013,007
| +10,631% | +$9.61M | 0.11% | 196 |
|
|
2018
Q1 | $933K | Buy |
9,529
+153
| +2% | +$15K | 0.18% | 118 |
|
|
2017
Q4 | $1.04M | Buy |
9,376
+327
| +4% | +$36.3K | 0.2% | 112 |
|
|
2017
Q3 | $892K | Buy |
9,049
+946
| +12% | +$93.3K | 0.18% | 116 |
|
|
2017
Q2 | $840K | Buy |
8,103
+2,052
| +34% | +$213K | 0.19% | 112 |
|
|
2017
Q1 | $686K | Buy |
6,051
+1,605
| +36% | +$182K | 0.17% | 119 |
|
|
2016
Q4 | $472K | Buy |
4,446
+742
| +20% | +$78.8K | 0.15% | 138 |
|
|
2016
Q3 | $344K | Buy |
+3,704
| New | +$344K | 0.13% | 157 |
|