CA
Cumberland Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Sell |
15,850
-408
| -3% | -$50.6K | 0.83% | 28 |
|
|
2025
Q1 | $1.6M | Buy |
16,258
+8
| +0% | +$790 | 0.73% | 29 |
|
|
2024
Q4 | $1.81M | Hold |
16,250
| – | – | 0.72% | 30 |
|
|
2024
Q3 | $1.56M | Buy |
16,250
+1,000
| +7% | +$96.2K | 0.62% | 31 |
|
|
2024
Q2 | $1.51M | Buy |
15,250
+1,000
| +7% | +$99.3K | 0.62% | 32 |
|
|
2024
Q1 | $1.74M | Hold |
14,250
| – | – | 0.65% | 37 |
|
|
2023
Q4 | $1.29M | Sell |
14,250
-100
| -0.7% | -$9.03K | 0.55% | 35 |
|
|
2023
Q3 | $1.16M | Buy |
14,350
+200
| +1% | +$16.2K | 0.52% | 37 |
|
|
2023
Q2 | $1.26M | Buy |
14,150
+1,000
| +8% | +$89.3K | 0.58% | 36 |
|
|
2023
Q1 | $1.32M | Buy |
+13,150
| New | +$1.32M | 0.54% | 37 |
|