Cyndeo Wealth Partners’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 | $947K | Sell |
7,640
-1,158
| -13% | -$144K | 0.06% | 234 |
|
|
2025
Q1 | $868K | Buy |
8,798
+791
| +10% | +$78.1K | 0.06% | 235 |
|
|
2024
Q4 | $892K | Sell |
8,007
-341
| -4% | -$38K | 0.06% | 226 |
|
|
2024
Q3 | $803K | Buy |
8,348
+116
| +1% | +$11.2K | 0.06% | 241 |
|
|
2024
Q2 | $817K | Buy |
8,232
+790
| +11% | +$78.4K | 0.06% | 227 |
|
|
2024
Q1 | $911K | Sell |
7,442
-80
| -1% | -$9.79K | 0.08% | 209 |
|
|
2023
Q4 | $679K | Sell |
7,522
-1,094
| -13% | -$98.8K | 0.06% | 222 |
|
|
2023
Q3 | $698K | Sell |
8,616
-40
| -0.5% | -$3.24K | 0.07% | 198 |
|
|
2023
Q2 | $773K | Sell |
8,656
-1,749
| -17% | -$156K | 0.08% | 186 |
|
|
2023
Q1 | $1.04M | Sell |
10,405
-30
| -0.3% | -$3K | 0.11% | 172 |
|
|
2022
Q4 | $907K | Buy |
+10,435
| New | +$907K | 0.11% | 175 |
|