Creative Capital Management Investments’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 | $159K | Hold |
1,281
| – | – | 0.06% | 65 |
|
|
2025
Q1 | $126K | Sell |
1,281
-4
| -0.3% | -$395 | 0.05% | 69 |
|
|
2024
Q4 | $143K | Buy |
1,285
+203
| +19% | +$22.6K | 0.06% | 64 |
|
|
2024
Q3 | $104K | Hold |
1,082
| – | – | 0.04% | 70 |
|
|
2024
Q2 | $107K | Buy |
1,082
+4
| +0.4% | +$397 | 0.05% | 58 |
|
|
2024
Q1 | $132K | Hold |
1,078
| – | – | 0.07% | 53 |
|
|
2023
Q4 | $97.3K | Sell |
1,078
-89
| -8% | -$8.04K | 0.06% | 58 |
|
|
2023
Q3 | $94.6K | Buy |
1,167
+280
| +32% | +$22.7K | 0.06% | 56 |
|
|
2023
Q2 | $79.2K | Sell |
887
-73
| -8% | -$6.52K | 0.06% | 71 |
|
|
2023
Q1 | $96.1K | Hold |
960
| – | – | 0.07% | 69 |
|
|
2022
Q4 | $83K | Buy |
+960
| New | +$83K | 0.07% | 65 |
|