My Personal CFO LLC’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 | $447K | Sell |
3,602
-150
| -4% | -$18.6K | 0.2% | 63 |
|
|
2025
Q1 | $370K | Sell |
3,752
-17
| -0.5% | -$1.68K | 0.19% | 65 |
|
|
2024
Q4 | $420K | Sell |
3,769
-15
| -0.4% | -$1.67K | 0.22% | 65 |
|
|
2024
Q3 | $364K | Sell |
3,784
-449
| -11% | -$43.2K | 0.2% | 68 |
|
|
2024
Q2 | $420K | Sell |
4,233
-38
| -0.9% | -$3.77K | 0.22% | 68 |
|
|
2024
Q1 | $523K | Buy |
4,271
+108
| +3% | +$13.2K | 0.3% | 61 |
|
|
2023
Q4 | $376K | Buy |
4,163
+281
| +7% | +$25.4K | 0.24% | 68 |
|
|
2023
Q3 | $315K | Sell |
3,882
-19
| -0.5% | -$1.54K | 0.25% | 65 |
|
|
2023
Q2 | $348K | Sell |
3,901
-1,097
| -22% | -$97.9K | 0.27% | 60 |
|
|
2023
Q1 | $500K | Buy |
4,998
+4,507
| +918% | +$451K | 0.43% | 49 |
|
|
2022
Q4 | $435K | Sell |
491
-2
| -0.4% | -$1.77K | 0.4% | 43 |
|
|
2022
Q3 | $493K | Sell |
493
-4,230
| -90% | -$4.23M | 0.75% | 34 |
|
|
2022
Q2 | $446K | Buy |
4,723
+170
| +4% | +$16.1K | 0.57% | 33 |
|
|
2022
Q1 | $624K | Buy |
4,553
+50
| +1% | +$6.85K | 0.65% | 31 |
|
|
2021
Q4 | $697K | Buy |
+4,503
| New | +$697K | 0.61% | 34 |
|