CWS Financial Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $479K | Hold |
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|
2025
Q2 | $518K | Hold |
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|
2025
Q1 | $412K | Buy |
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|
2024
Q4 | $465K | Sell |
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|
2024
Q3 | $440K | Sell |
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|
2024
Q2 | $507K | Buy |
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|
2024
Q1 | $481K | Sell |
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|
2023
Q4 | $358K | Sell |
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|
2023
Q3 | $328K | Sell |
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|
2023
Q2 | $388K | Sell |
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|
2023
Q1 | $449K | Sell |
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|
2022
Q4 | $989K | Sell |
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|
2022
Q3 | $537K | Sell |
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|
2022
Q2 | $615K | Buy |
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|
2022
Q1 | $889K | Buy |
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|
2021
Q4 | $958K | Buy |
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|
2021
Q2 | $942K | Hold |
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|
2021
Q1 | $989K | Buy |
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|
2020
Q4 | $924K | Hold |
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|
2020
Q3 | $633K | Hold |
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|
2020
Q2 | $569K | Buy |
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|
2020
Q1 | $300K | Hold |
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|
2019
Q4 | $300K | Buy |
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