Coastwise Capital Group’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$770K Buy
2025
Q2
$821K Sell
2025
Q1
$687K Sell
2024
Q4
$802K Buy
2024
Q3
$659K Buy
2024
Q2
$580K Sell
2024
Q1
$749K Sell
2023
Q4
$610K Buy
2023
Q3
$535K Buy
2023
Q2
$555K Buy
2023
Q1
$516K Buy
2022
Q4
$439K Buy
2022
Q3
$397K Sell
2022
Q2
$425K Buy
2022
Q1
$479K Buy