CSM Advisors’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 | $10.1M | Buy |
81,342
+1,260
| +2% | +$156K | 0.29% | 97 |
|
|
2025
Q1 | $7.91M | Sell |
80,082
-2,020
| -2% | -$199K | 0.43% | 55 |
|
|
2024
Q4 | $9.14M | Sell |
82,102
-3,865
| -4% | -$430K | 0.43% | 56 |
|
|
2024
Q3 | $8.27M | Sell |
85,967
-1,515
| -2% | -$146K | 0.54% | 63 |
|
|
2024
Q2 | $8.68M | Buy |
87,482
+30
| +0% | +$2.98K | 0.61% | 53 |
|
|
2024
Q1 | $10.7M | Sell |
87,452
-1,245
| -1% | -$152K | 0.7% | 46 |
|
|
2023
Q4 | $8.01M | Sell |
88,697
-237
| -0.3% | -$21.4K | 0.58% | 53 |
|
|
2023
Q3 | $7.21M | Hold |
88,934
| – | – | 0.63% | 52 |
|
|
2023
Q2 | $7.94M | Sell |
88,934
-3,150
| -3% | -$281K | 0.6% | 51 |
|
|
2023
Q1 | $9.22M | Buy |
92,084
+7,000
| +8% | +$701K | 0.8% | 38 |
|
|
2022
Q4 | $7.39M | Buy |
85,084
+3,930
| +5% | +$341K | 0.7% | 40 |
|
|
2022
Q3 | $7.66M | Sell |
81,154
-6,829
| -8% | -$644K | 0.84% | 33 |
|
|
2022
Q2 | $8.31M | Buy |
87,983
+667
| +0.8% | +$63K | 0.76% | 39 |
|
|
2022
Q1 | $12M | Sell |
87,316
-16,560
| -16% | -$2.27M | 0.82% | 33 |
|
|
2021
Q4 | $16.1M | Sell |
103,876
-425
| -0.4% | -$65.8K | 1.06% | 24 |
|
|
2021
Q3 | $17.6M | Sell |
104,301
-1,430
| -1% | -$242K | 1.3% | 20 |
|
|
2021
Q2 | $18.6M | Sell |
105,731
-2,830
| -3% | -$497K | 1.23% | 20 |
|
|
2021
Q1 | $20M | Buy |
+108,561
| New | +$20M | 2.82% | 7 |
|