Cypress Wealth Services’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 | $809K | Sell |
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|
2025
Q2 | $922K | Sell |
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|
2025
Q1 | $734K | Buy |
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|
2024
Q4 | $810K | Buy |
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|
2024
Q3 | $639K | Sell |
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|
2024
Q2 | $665K | Sell |
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|
2024
Q1 | $958K | Buy |
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|
2023
Q4 | $676K | Sell |
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|
2023
Q3 | $808K | Buy |
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|
2023
Q2 | $830K | Buy |
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|
2023
Q1 | $959K | Buy |
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|
2022
Q4 | $812K | Sell |
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|
2022
Q3 | $966K | Sell |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $1.56M | Buy |
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|
2021
Q4 | $1.72M | Buy |
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|
2021
Q3 | $1.85M | Sell |
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|
2021
Q2 | $1.97M | Sell |
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|
2021
Q1 | $3.23M | Sell |
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|
2020
Q4 | $3.26M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.07M | Sell |
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|
2020
Q1 | $1.85M | Buy |
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|
2019
Q4 | $2.69M | Sell |
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|
2019
Q3 | $2.46M | Sell |
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|
2019
Q2 | $2.65M | Buy |
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|
2019
Q1 | $1.98M | Buy |
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|
2018
Q4 | $1.22M | Buy |
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|
2018
Q3 | $1.29M | Buy |
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|
2018
Q2 | $1.15M | Buy |
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|
2018
Q1 | $1.02M | Sell |
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|
2017
Q4 | $1.1M | Buy |
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