Cape Investment Advisory’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 | $1.83M | Buy |
14,794
+573
| +4% | +$71.1K | 0.67% | 29 |
|
|
2025
Q1 | $1.4M | Sell |
14,221
-246
| -2% | -$24.3K | 0.56% | 38 |
|
|
2024
Q4 | $1.61M | Buy |
14,467
+2,272
| +19% | +$253K | 0.63% | 37 |
|
|
2024
Q3 | $1.17M | Sell |
12,195
-158
| -1% | -$15.2K | 0.48% | 46 |
|
|
2024
Q2 | $1.23M | Sell |
12,353
-473
| -4% | -$47K | 0.55% | 39 |
|
|
2024
Q1 | $1.57M | Sell |
12,826
-421
| -3% | -$51.5K | 0.73% | 30 |
|
|
2023
Q4 | $1.2M | Buy |
13,247
+3,483
| +36% | +$314K | 0.58% | 35 |
|
|
2023
Q3 | $791K | Sell |
9,764
-4
| -0% | -$324 | 0.45% | 50 |
|
|
2023
Q2 | $872K | Buy |
9,768
+534
| +6% | +$47.7K | 0.49% | 46 |
|
|
2023
Q1 | $925K | Buy |
+9,234
| New | +$925K | 0.56% | 39 |
|