CRA Financial Services’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 | $2.1M | Buy |
16,956
+177
| +1% | +$22K | 0.32% | 63 |
|
|
2025
Q1 | $1.66M | Sell |
16,779
-127
| -0.8% | -$12.5K | 0.28% | 69 |
|
|
2024
Q4 | $1.88M | Buy |
16,906
+208
| +1% | +$23.2K | 0.32% | 60 |
|
|
2024
Q3 | $1.61M | Sell |
16,698
-61
| -0.4% | -$5.87K | 0.29% | 65 |
|
|
2024
Q2 | $1.66M | Sell |
16,759
-576
| -3% | -$57.2K | 0.34% | 54 |
|
|
2024
Q1 | $2.12M | Sell |
17,335
-311
| -2% | -$38.1K | 0.46% | 39 |
|
|
2023
Q4 | $1.59M | Sell |
17,646
-386
| -2% | -$34.9K | 0.39% | 54 |
|
|
2023
Q3 | $1.46M | Sell |
18,032
-6
| -0% | -$486 | 0.4% | 50 |
|
|
2023
Q2 | $1.61M | Buy |
18,038
+938
| +5% | +$83.7K | 0.44% | 45 |
|
|
2023
Q1 | $1.71M | Buy |
17,100
+177
| +1% | +$17.7K | 0.51% | 39 |
|
|
2022
Q4 | $1.47M | Sell |
16,923
-410
| -2% | -$35.6K | 0.48% | 44 |
|
|
2022
Q3 | $1.64M | Buy |
17,333
+559
| +3% | +$52.7K | 0.59% | 33 |
|
|
2022
Q2 | $1.58M | Buy |
16,774
+1,165
| +7% | +$110K | 0.54% | 32 |
|
|
2022
Q1 | $2.14M | Buy |
15,609
+145
| +0.9% | +$19.9K | 0.64% | 29 |
|
|
2021
Q4 | $2.4M | Buy |
15,464
+1,143
| +8% | +$177K | 0.71% | 26 |
|
|
2021
Q3 | $2.42M | Buy |
14,321
+593
| +4% | +$100K | 0.82% | 21 |
|
|
2021
Q2 | $2.41M | Buy |
13,728
+570
| +4% | +$100K | 0.84% | 22 |
|
|
2021
Q1 | $2.43M | Buy |
13,158
+677
| +5% | +$125K | 0.94% | 22 |
|
|
2020
Q4 | $2.26M | Sell |
12,481
-206
| -2% | -$37.3K | 0.95% | 21 |
|
|
2020
Q3 | $1.57M | Sell |
12,687
-997
| -7% | -$124K | 0.75% | 29 |
|
|
2020
Q2 | $1.53M | Sell |
13,684
-741
| -5% | -$82.6K | 0.81% | 27 |
|
|
2020
Q1 | $1.39M | Buy |
14,425
+1,488
| +12% | +$144K | 0.89% | 27 |
|
|
2019
Q4 | $1.87M | Buy |
12,937
+264
| +2% | +$38.2K | 1.02% | 22 |
|
|
2019
Q3 | $1.65M | Sell |
12,673
-743
| -6% | -$96.9K | 1% | 24 |
|
|
2019
Q2 | $1.87M | Buy |
13,416
+196
| +1% | +$27.4K | 1.13% | 22 |
|
|
2019
Q1 | $1.47M | Buy |
13,220
+168
| +1% | +$18.7K | 0.96% | 29 |
|
|
2018
Q4 | $1.43M | Buy |
+13,052
| New | +$1.43M | 1.03% | 24 |
|