CAP Partners 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 | $258K | Buy |
2,081
+15
| +0.7% | +$1.86K | 0.16% | 115 |
|
|
2025
Q1 | $204K | Sell |
2,066
-253
| -11% | -$25K | 0.15% | 126 |
|
|
2024
Q4 | $258K | Sell |
2,319
-170
| -7% | -$18.9K | 0.18% | 110 |
|
|
2024
Q3 | $239K | Sell |
2,489
-389
| -14% | -$37.4K | 0.18% | 114 |
|
|
2024
Q2 | $286K | Sell |
2,878
-205
| -7% | -$20.4K | 0.23% | 101 |
|
|
2024
Q1 | $377K | Sell |
3,083
-20
| -0.6% | -$2.45K | 0.33% | 76 |
|
|
2023
Q4 | $280K | Buy |
+3,103
| New | +$280K | 0.28% | 79 |
|