Cape Investment Advisory’s Walt Disney DIS Stock Holding History

Cape Investment Advisory’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.83M	Buy
2025 Q1	$1.4M	Sell
2024 Q4	$1.61M	Buy
2024 Q3	$1.17M	Sell
2024 Q2	$1.23M	Sell
2024 Q1	$1.57M	Sell
2023 Q4	$1.2M	Buy
2023 Q3	$791K	Sell
2023 Q2	$872K	Buy
2023 Q1	$925K	Buy