Cook Wealth’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,953
| Closed | -$217K | – | 53 |
|
|
2024
Q4 | $217K | Buy |
+1,953
| New | +$217K | 0.1% | 53 |
|
|
2024
Q2 | – | Sell |
-2,088
| Closed | -$235K | – | 58 |
|
|
2024
Q1 | $235K | Buy |
+2,088
| New | +$235K | 0.14% | 48 |
|
|
2023
Q3 | – | Sell |
-2,355
| Closed | -$201K | – | 55 |
|
|
2023
Q2 | $201K | Buy |
2,355
+216
| +10% | +$18.4K | 0.15% | 48 |
|
|
2023
Q1 | $214K | Buy |
+2,139
| New | +$214K | 0.18% | 41 |
|
|
2022
Q4 | – | Sell |
-2,105
| Closed | -$220K | – | 45 |
|
|
2022
Q3 | $220K | Buy |
2,105
+267
| +15% | +$27.9K | 0.24% | 35 |
|
|
2022
Q2 | $201K | Buy |
1,838
+6
| +0.3% | +$656 | 0.21% | 42 |
|
|
2022
Q1 | $206K | Buy |
1,832
+30
| +2% | +$3.37K | 0.22% | 37 |
|
|
2021
Q4 | $256K | Buy |
+1,802
| New | +$256K | 0.26% | 28 |
|