CWS
Cypress Wealth Services’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $922K | Sell |
7,434
-5
| -0.1% | -$620 | 0.17% | 107 |
|
|
2025
Q1 | $734K | Buy |
7,439
+160
| +2% | +$15.8K | 0.15% | 114 |
|
|
2024
Q4 | $810K | Buy |
7,279
+638
| +10% | +$71K | 0.16% | 98 |
|
|
2024
Q3 | $639K | Sell |
6,641
-58
| -0.9% | -$5.58K | 0.13% | 120 |
|
|
2024
Q2 | $665K | Sell |
6,699
-1,127
| -14% | -$112K | 0.15% | 109 |
|
|
2024
Q1 | $958K | Buy |
7,826
+339
| +5% | +$41.5K | 0.22% | 80 |
|
|
2023
Q4 | $676K | Sell |
7,487
-2,482
| -25% | -$224K | 0.17% | 106 |
|
|
2023
Q3 | $808K | Buy |
9,969
+266
| +3% | +$21.6K | 0.22% | 88 |
|
|
2023
Q2 | $830K | Buy |
9,703
+130
| +1% | +$11.1K | 0.22% | 90 |
|
|
2023
Q1 | $959K | Buy |
9,573
+230
| +2% | +$23K | 0.28% | 71 |
|
|
2022
Q4 | $812K | Sell |
9,343
-594
| -6% | -$51.6K | 0.26% | 80 |
|
|
2022
Q3 | $966K | Sell |
9,937
-956
| -9% | -$92.9K | 0.33% | 72 |
|
|
2022
Q2 | $1.03M | Sell |
10,893
-463
| -4% | -$43.7K | 0.33% | 70 |
|
|
2022
Q1 | $1.56M | Buy |
11,356
+276
| +2% | +$37.9K | 0.42% | 49 |
|
|
2021
Q4 | $1.72M | Buy |
11,080
+128
| +1% | +$19.8K | 0.47% | 54 |
|
|
2021
Q3 | $1.85M | Sell |
10,952
-266
| -2% | -$45K | 0.55% | 47 |
|
|
2021
Q2 | $1.97M | Sell |
11,218
-6,278
| -36% | -$1.1M | 0.54% | 49 |
|
|
2021
Q1 | $3.23M | Sell |
17,496
-498
| -3% | -$91.9K | 0.68% | 37 |
|
|
2020
Q4 | $3.26M | Buy |
+17,994
| New | +$3.26M | 0.73% | 36 |
|
|
2020
Q3 | – | Sell |
-18,597
| Closed | -$2.07M | – | 51 |
|
|
2020
Q2 | $2.07M | Sell |
18,597
-553
| -3% | -$61.7K | 0.49% | 57 |
|
|
2020
Q1 | $1.85M | Buy |
19,150
+521
| +3% | +$50.3K | 0.54% | 56 |
|
|
2019
Q4 | $2.69M | Sell |
18,629
-250
| -1% | -$36.2K | 0.68% | 46 |
|
|
2019
Q3 | $2.46M | Sell |
18,879
-109
| -0.6% | -$14.2K | 0.68% | 45 |
|
|
2019
Q2 | $2.65M | Buy |
18,988
+1,177
| +7% | +$164K | 0.76% | 40 |
|
|
2019
Q1 | $1.98M | Buy |
17,811
+6,678
| +60% | +$742K | 0.63% | 50 |
|
|
2018
Q4 | $1.22M | Buy |
11,133
+55
| +0.5% | +$6.03K | 0.48% | 63 |
|
|
2018
Q3 | $1.3M | Buy |
11,078
+131
| +1% | +$15.3K | 0.46% | 66 |
|
|
2018
Q2 | $1.15M | Buy |
10,947
+759
| +7% | +$79.5K | 0.44% | 69 |
|
|
2018
Q1 | $1.02M | Sell |
10,188
-6
| -0.1% | -$602 | 0.44% | 69 |
|
|
2017
Q4 | $1.1M | Buy |
+10,194
| New | +$1.1M | 0.46% | 61 |
|