Coastwise Capital Group’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 | $821K | Sell |
6,620
-344
| -5% | -$42.7K | 0.65% | 40 |
|
|
2025
Q1 | $687K | Sell |
6,964
-240
| -3% | -$23.7K | 0.58% | 46 |
|
|
2024
Q4 | $802K | Buy |
7,204
+352
| +5% | +$39.2K | 0.64% | 42 |
|
|
2024
Q3 | $659K | Buy |
6,852
+1,009
| +17% | +$97.1K | 0.54% | 52 |
|
|
2024
Q2 | $580K | Sell |
5,843
-280
| -5% | -$27.8K | 0.55% | 49 |
|
|
2024
Q1 | $749K | Sell |
6,123
-629
| -9% | -$77K | 0.69% | 41 |
|
|
2023
Q4 | $610K | Buy |
6,752
+149
| +2% | +$13.5K | 0.62% | 46 |
|
|
2023
Q3 | $535K | Buy |
6,603
+392
| +6% | +$31.8K | 0.61% | 51 |
|
|
2023
Q2 | $555K | Buy |
6,211
+1,060
| +21% | +$94.6K | 0.63% | 44 |
|
|
2023
Q1 | $516K | Buy |
5,151
+95
| +2% | +$9.51K | 0.59% | 51 |
|
|
2022
Q4 | $439K | Buy |
5,056
+847
| +20% | +$73.6K | 0.52% | 57 |
|
|
2022
Q3 | $397K | Sell |
4,209
-290
| -6% | -$27.4K | 0.63% | 50 |
|
|
2022
Q2 | $425K | Buy |
4,499
+1,007
| +29% | +$95.1K | 0.52% | 58 |
|
|
2022
Q1 | $479K | Buy |
+3,492
| New | +$479K | 0.6% | 50 |
|