CWM
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Cranbrook Wealth Management’s Walt Disney DIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$91.1K Sell
735
-22
-3% -$2.73K 0.02% 166
2025
Q1
$74.7K Sell
757
-696
-48% -$68.7K 0.02% 167
2024
Q4
$162K Hold
1,453
0.04% 121
2024
Q3
$140K Buy
1,453
+45
+3% +$4.33K 0.03% 131
2024
Q2
$140K Buy
1,408
+735
+109% +$73K 0.03% 124
2024
Q1
$82.3K Hold
673
0.02% 136
2023
Q4
$60.8K Hold
673
0.02% 148
2023
Q3
$54.5K Hold
673
0.02% 144
2023
Q2
$60.1K Hold
673
0.02% 146
2023
Q1
$67.4K Buy
673
+3
+0.4% +$300 0.02% 138
2022
Q4
$58.2K Hold
670
0.02% 146
2022
Q3
$63K Hold
670
0.02% 150
2022
Q2
$63K Sell
670
-3
-0.4% -$282 0.02% 151
2022
Q1
$92K Hold
673
0.02% 138
2021
Q4
$104K Sell
673
-86
-11% -$13.3K 0.02% 126
2021
Q3
$128K Buy
759
+57
+8% +$9.61K 0.03% 124
2021
Q2
$123K Hold
702
0.03% 125
2021
Q1
$130K Hold
702
0.03% 120
2020
Q4
$127K Buy
702
+39
+6% +$7.06K 0.03% 113
2020
Q3
$82K Hold
663
0.02% 122
2020
Q2
$74K Hold
663
0.02% 122
2020
Q1
$64K Buy
663
+3
+0.5% +$290 0.02% 123
2019
Q4
$95K Hold
660
0.03% 113
2019
Q3
$86K Buy
660
+38
+6% +$4.95K 0.02% 113
2019
Q2
$87K Hold
622
0.03% 108
2019
Q1
$69K Hold
622
0.02% 117
2018
Q4
$68K Hold
622
0.02% 113
2018
Q3
$73K Hold
622
0.03% 102
2018
Q2
$65K Buy
622
+88
+16% +$9.2K 0.03% 108
2018
Q1
$54K Hold
534
0.02% 113
2017
Q4
$57K Hold
534
0.02% 113
2017
Q3
$53K Hold
534
0.02% 111
2017
Q2
$57K Hold
534
0.02% 108
2017
Q1
$61K Hold
534
0.03% 94
2016
Q4
$56K Hold
534
0.03% 98
2016
Q3
$50K Hold
534
0.03% 102
2016
Q2
$52K Sell
534
-201
-27% -$19.6K 0.03% 94
2016
Q1
$73K Hold
735
0.04% 89
2015
Q4
$77K Hold
735
0.04% 83
2015
Q3
$75K Hold
735
0.04% 87
2015
Q2
$84K Hold
735
0.05% 88
2015
Q1
$77K Buy
735
+29
+4% +$3.04K 0.05% 90
2014
Q4
$66K Hold
706
0.04% 97
2014
Q3
$63K Hold
706
0.04% 79
2014
Q2
$61K Hold
706
0.04% 79
2014
Q1
$57K Hold
706
0.04% 83
2013
Q4
$54K Buy
+706
New +$54K 0.04% 103