Copeland Capital Management’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 | $25K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $29.2K | Hold |
|
|||||
|
2023
Q2 | $32.1K | Sell |
|
|||||
|
2023
Q1 | $115K | Sell |
|
|||||
|
2022
Q4 | $143K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $2K | Hold |
|
|||||
|
2018
Q4 | $2K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $3.59M | Sell |
|
|||||
|
2017
Q3 | $4.06M | Sell |
|
|||||
|
2017
Q2 | $7.44M | Sell |
|
|||||
|
2017
Q1 | $10.2M | Buy |
|
|||||
|
2016
Q4 | $8.64M | Buy |
|
|||||
|
2016
Q3 | $2.01M | Sell |
|
|||||
|
2016
Q2 | $2.21M | Sell |
|
|||||
|
2016
Q1 | $2.36M | Sell |
|
|||||
|
2015
Q4 | $16.8M | Sell |
|
|||||
|
2015
Q3 | $23.7M | Buy |
|
|||||
|
2015
Q2 | $2.21M | Buy |
|
|||||
|
2015
Q1 | $1.96M | Buy |
|
|||||
|
2014
Q4 | $1.68M | Buy |
|
|||||
|
2014
Q3 | $1.51M | Buy |
|
|||||
|
2014
Q2 | $1.42M | Buy |
|
|||||
|
2014
Q1 | $1.3M | Sell |
|
|||||
|
2013
Q4 | $2.15M | Buy |
|
|||||
|
2013
Q3 | $1.75M | Buy |
|
|||||
|
2013
Q2 | $1.7M | Buy |
|