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 |
|