Cooper/Haims Advisors’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 | $310K | Hold |
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|
2025
Q2 | $336K | Sell |
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|
2025
Q1 | $272K | Sell |
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|
2024
Q4 | $308K | Sell |
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|
2024
Q3 | $269K | Sell |
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|
2024
Q2 | $279K | Buy |
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|
2024
Q1 | $342K | Buy |
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|
2023
Q4 | $252K | Hold |
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|
2023
Q3 | $226K | Sell |
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|
2023
Q2 | $263K | Hold |
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|
2023
Q1 | $295K | Sell |
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|
2022
Q4 | $307K | Sell |
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|
2022
Q3 | $383K | Sell |
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|
2022
Q2 | $384K | Sell |
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|
2022
Q1 | $602K | Buy |
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|
2021
Q4 | $657K | Buy |
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|
2021
Q3 | $701K | Hold |
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|
2021
Q2 | $728K | Sell |
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|
2021
Q1 | $857K | Buy |
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|
2020
Q4 | $768K | Sell |
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|
2020
Q3 | $596K | Sell |
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|
2020
Q2 | $557K | Buy |
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|
2020
Q1 | $450K | Buy |
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|
2019
Q4 | $261K | Sell |
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|
2019
Q3 | $249K | Buy |
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|
2019
Q2 | $265K | Sell |
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|
2019
Q1 | $296K | Buy |
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