Cooper/Haims Advisors’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 | $336K | Sell |
2,709
-44
| -2% | -$5.46K | 0.17% | 55 |
|
|
2025
Q1 | $272K | Sell |
2,753
-15
| -0.5% | -$1.48K | 0.15% | 60 |
|
|
2024
Q4 | $308K | Sell |
2,768
-28
| -1% | -$3.12K | 0.17% | 57 |
|
|
2024
Q3 | $269K | Sell |
2,796
-11
| -0.4% | -$1.06K | 0.15% | 65 |
|
|
2024
Q2 | $279K | Buy |
2,807
+10
| +0.4% | +$993 | 0.16% | 61 |
|
|
2024
Q1 | $342K | Buy |
2,797
+5
| +0.2% | +$612 | 0.2% | 49 |
|
|
2023
Q4 | $252K | Hold |
2,792
| – | – | 0.14% | 63 |
|
|
2023
Q3 | $226K | Sell |
2,792
-150
| -5% | -$12.2K | 0.18% | 62 |
|
|
2023
Q2 | $263K | Hold |
2,942
| – | – | 0.2% | 55 |
|
|
2023
Q1 | $295K | Sell |
2,942
-593
| -17% | -$59.4K | 0.24% | 49 |
|
|
2022
Q4 | $307K | Sell |
3,535
-529
| -13% | -$45.9K | 0.22% | 45 |
|
|
2022
Q3 | $383K | Sell |
4,064
-8
| -0.2% | -$754 | 0.32% | 37 |
|
|
2022
Q2 | $384K | Sell |
4,072
-319
| -7% | -$30.1K | 0.25% | 40 |
|
|
2022
Q1 | $602K | Buy |
4,391
+150
| +4% | +$20.6K | 0.39% | 32 |
|
|
2021
Q4 | $657K | Buy |
4,241
+100
| +2% | +$15.5K | 0.4% | 34 |
|
|
2021
Q3 | $701K | Hold |
4,141
| – | – | 0.42% | 31 |
|
|
2021
Q2 | $728K | Sell |
4,141
-502
| -11% | -$88.3K | 0.48% | 27 |
|
|
2021
Q1 | $857K | Buy |
4,643
+402
| +9% | +$74.2K | 0.61% | 22 |
|
|
2020
Q4 | $768K | Sell |
4,241
-565
| -12% | -$102K | 0.59% | 20 |
|
|
2020
Q3 | $596K | Sell |
4,806
-190
| -4% | -$23.6K | 0.49% | 21 |
|
|
2020
Q2 | $557K | Buy |
4,996
+336
| +7% | +$37.5K | 0.45% | 21 |
|
|
2020
Q1 | $450K | Buy |
4,660
+2,852
| +158% | +$275K | 0.39% | 21 |
|
|
2019
Q4 | $261K | Sell |
1,808
-106
| -6% | -$15.3K | 0.14% | 45 |
|
|
2019
Q3 | $249K | Buy |
1,914
+15
| +0.8% | +$1.95K | 0.15% | 40 |
|
|
2019
Q2 | $265K | Sell |
1,899
-763
| -29% | -$106K | 0.16% | 42 |
|
|
2019
Q1 | $296K | Buy |
+2,662
| New | +$296K | 0.19% | 42 |
|