Cooper Financial 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 | $3.15M | Buy |
25,372
+4,475
| +21% | +$555K | 0.37% | 49 |
|
|
2025
Q1 | $2.06M | Buy |
20,897
+517
| +3% | +$51K | 0.27% | 73 |
|
|
2024
Q4 | $2.27M | Buy |
20,380
+13,499
| +196% | +$1.5M | 0.27% | 61 |
|
|
2024
Q3 | $662K | Buy |
6,881
+457
| +7% | +$44K | 0.09% | 203 |
|
|
2024
Q2 | $638K | Sell |
6,424
-100
| -2% | -$9.93K | 0.09% | 188 |
|
|
2024
Q1 | $798K | Sell |
6,524
-1,872
| -22% | -$229K | 0.13% | 153 |
|
|
2023
Q4 | $758K | Buy |
8,396
+554
| +7% | +$50K | 0.14% | 143 |
|
|
2023
Q3 | $636K | Sell |
7,842
-78
| -1% | -$6.32K | 0.15% | 153 |
|
|
2023
Q2 | $707K | Sell |
7,920
-2,409
| -23% | -$215K | 0.18% | 139 |
|
|
2023
Q1 | $1.03M | Sell |
10,329
-883
| -8% | -$88.4K | 0.28% | 90 |
|
|
2022
Q4 | $974K | Sell |
11,212
-445
| -4% | -$38.7K | 0.3% | 83 |
|
|
2022
Q3 | $1.1M | Sell |
11,657
-1,590
| -12% | -$150K | 0.4% | 66 |
|
|
2022
Q2 | $1.25M | Buy |
13,247
+2,791
| +27% | +$264K | 0.45% | 58 |
|
|
2022
Q1 | $1.43M | Buy |
10,456
+1,579
| +18% | +$217K | 0.54% | 45 |
|
|
2021
Q4 | $1.38M | Sell |
8,877
-2,838
| -24% | -$440K | 0.52% | 46 |
|
|
2021
Q3 | $1.98M | Sell |
11,715
-73
| -0.6% | -$12.4K | 0.41% | 39 |
|
|
2021
Q2 | $2.07M | Buy |
11,788
+745
| +7% | +$131K | 0.42% | 37 |
|
|
2021
Q1 | $2.04M | Sell |
11,043
-3,039
| -22% | -$561K | 0.46% | 36 |
|
|
2020
Q4 | $2.55M | Buy |
14,082
+2,524
| +22% | +$457K | 0.52% | 33 |
|
|
2020
Q3 | $1.43M | Sell |
11,558
-45
| -0.4% | -$5.58K | 0.41% | 43 |
|
|
2020
Q2 | $1.29M | Buy |
11,603
+1,242
| +12% | +$139K | 0.42% | 41 |
|
|
2020
Q1 | $1M | Buy |
10,361
+1,894
| +22% | +$183K | 0.42% | 41 |
|
|
2019
Q4 | $1.23M | Sell |
8,467
-1
| -0% | -$145 | 0.49% | 28 |
|
|
2019
Q3 | $1.1M | Buy |
8,468
+275
| +3% | +$35.9K | 0.5% | 31 |
|
|
2019
Q2 | $1.14M | Buy |
8,193
+999
| +14% | +$139K | 0.55% | 30 |
|
|
2019
Q1 | $799K | Buy |
7,194
+449
| +7% | +$49.9K | 0.44% | 30 |
|
|
2018
Q4 | $740K | Buy |
+6,745
| New | +$740K | 0.5% | 30 |
|