CWS Financial 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 | $518K | Hold |
4,179
| – | – | 0.15% | 81 |
|
|
2025
Q1 | $412K | Buy |
4,179
+1
| +0% | +$99 | 0.13% | 89 |
|
|
2024
Q4 | $465K | Sell |
4,178
-400
| -9% | -$44.5K | 0.15% | 79 |
|
|
2024
Q3 | $440K | Sell |
4,578
-529
| -10% | -$50.9K | 0.16% | 74 |
|
|
2024
Q2 | $507K | Buy |
5,107
+1,180
| +30% | +$117K | 0.2% | 56 |
|
|
2024
Q1 | $481K | Sell |
3,927
-34
| -0.9% | -$4.16K | 0.2% | 57 |
|
|
2023
Q4 | $358K | Sell |
3,961
-85
| -2% | -$7.68K | 0.13% | 110 |
|
|
2023
Q3 | $328K | Sell |
4,046
-295
| -7% | -$23.9K | 0.13% | 108 |
|
|
2023
Q2 | $388K | Sell |
4,341
-145
| -3% | -$12.9K | 0.15% | 103 |
|
|
2023
Q1 | $449K | Sell |
4,486
-873
| -16% | -$87.4K | 0.18% | 91 |
|
|
2022
Q4 | $989K | Sell |
5,359
-333
| -6% | -$61.5K | 0.43% | 33 |
|
|
2022
Q3 | $537K | Sell |
5,692
-825
| -13% | -$77.8K | 0.26% | 69 |
|
|
2022
Q2 | $615K | Buy |
6,517
+33
| +0.5% | +$3.11K | 0.28% | 65 |
|
|
2022
Q1 | $889K | Buy |
6,484
+300
| +5% | +$41.1K | 0.34% | 51 |
|
|
2021
Q4 | $958K | Buy |
+6,184
| New | +$958K | 0.34% | 49 |
|
|
2021
Q2 | $942K | Hold |
5,359
| – | – | 0.38% | 44 |
|
|
2021
Q1 | $989K | Buy |
5,359
+260
| +5% | +$48K | 0.43% | 33 |
|
|
2020
Q4 | $924K | Hold |
5,099
| – | – | 0.54% | 32 |
|
|
2020
Q3 | $633K | Hold |
5,099
| – | – | 0.42% | 52 |
|
|
2020
Q2 | $569K | Buy |
5,099
+3,025
| +146% | +$338K | 0.41% | 53 |
|
|
2020
Q1 | $300K | Hold |
2,074
| – | – | 0.22% | 87 |
|
|
2019
Q4 | $300K | Buy |
+2,074
| New | +$300K | 0.22% | 88 |
|