CVA Family Office’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 | $453K | Sell |
3,654
-31
| -0.8% | -$3.85K | 0.06% | 180 |
|
|
2025
Q1 | $364K | Sell |
3,685
-5
| -0.1% | -$494 | 0.06% | 197 |
|
|
2024
Q4 | $411K | Buy |
3,690
+441
| +14% | +$49.1K | 0.07% | 181 |
|
|
2024
Q3 | $313K | Sell |
3,249
-439
| -12% | -$42.2K | 0.05% | 193 |
|
|
2024
Q2 | $366K | Buy |
3,688
+21
| +0.6% | +$2.09K | 0.07% | 168 |
|
|
2024
Q1 | $449K | Buy |
3,667
+57
| +2% | +$6.98K | 0.08% | 157 |
|
|
2023
Q4 | $326K | Buy |
+3,610
| New | +$326K | 0.06% | 180 |
|
|
2023
Q3 | – | Sell |
-1,347
| Closed | -$120K | – | 412 |
|
|
2023
Q2 | $120K | Sell |
1,347
-741
| -35% | -$66.1K | 0.03% | 283 |
|
|
2023
Q1 | $209K | Buy |
2,088
+279
| +15% | +$27.9K | 0.05% | 220 |
|
|
2022
Q4 | $157K | Sell |
1,809
-1,639
| -48% | -$142K | 0.04% | 235 |
|
|
2022
Q3 | $325K | Buy |
3,448
+648
| +23% | +$61.1K | 0.09% | 134 |
|
|
2022
Q2 | $264K | Buy |
2,800
+457
| +20% | +$43.1K | 0.07% | 141 |
|
|
2022
Q1 | $321K | Sell |
2,343
-225
| -9% | -$30.8K | 0.08% | 132 |
|
|
2021
Q4 | $398K | Buy |
2,568
+2,078
| +424% | +$322K | 0.1% | 112 |
|
|
2021
Q3 | $61K | Sell |
490
-723
| -60% | -$90K | 0.04% | 161 |
|
|
2021
Q2 | $213K | Sell |
1,213
-295
| -20% | -$51.8K | 0.06% | 153 |
|
|
2021
Q1 | $278K | Buy |
1,508
+1,323
| +715% | +$244K | 0.11% | 110 |
|
|
2020
Q4 | $34K | Sell |
185
-305
| -62% | -$56.1K | 0.02% | 227 |
|
|
2020
Q3 | $61K | Buy |
490
+305
| +165% | +$38K | 0.04% | 161 |
|
|
2020
Q2 | $21K | Buy |
185
+31
| +20% | +$3.52K | 0.02% | 215 |
|
|
2020
Q1 | $15K | Buy |
+154
| New | +$15K | 0.02% | 214 |
|