Canopy 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
$208K Buy
+1,674
New +$208K 0.08% 205
2025
Q1
Sell
-1,825
Closed -$203K 220
2024
Q4
$203K Buy
+1,825
New +$203K 0.08% 186
2024
Q2
Sell
-1,982
Closed -$243K 204
2024
Q1
$243K Buy
+1,982
New +$243K 0.12% 153