CMP
Coston McIsaac & Partners’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34K | Hold |
274
| – | – | 0.01% | 359 |
|
|
2025
Q1 | $27K | Sell |
274
-2
| -0.7% | -$197 | 0.01% | 356 |
|
|
2024
Q4 | $30K | Sell |
276
-147
| -35% | -$16K | 0.01% | 345 |
|
|
2024
Q3 | $40 | Sell |
423
-25
| -6% | -$2 | 0.01% | 311 |
|
|
2024
Q2 | $44K | Hold |
448
| – | – | 0.01% | 283 |
|
|
2024
Q1 | $54K | Buy |
448
+1
| +0.2% | +$121 | 0.02% | 257 |
|
|
2023
Q4 | $40K | Buy |
447
+30
| +7% | +$2.69K | 0.01% | 293 |
|
|
2023
Q3 | $33K | Buy |
417
+10
| +2% | +$791 | 0.01% | 308 |
|
|
2023
Q2 | $36K | Hold |
407
| – | – | 0.01% | 324 |
|
|
2023
Q1 | $40K | Hold |
407
| – | – | 0.01% | 301 |
|
|
2022
Q4 | $35 | Hold |
407
| – | – | 0.01% | 326 |
|
|
2022
Q3 | $38K | Sell |
407
-1
| -0.2% | -$93 | 0.02% | 252 |
|
|
2022
Q2 | $38K | Buy |
+408
| New | +$38K | 0.02% | 155 |
|