CWM
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 |
|