CAS
Coppell Advisory Solutions’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Sell |
5,337
-99
| -2% | -$12.1K | 0.08% | 199 |
|
|
2025
Q1 | $496K | Sell |
5,436
-8,144
| -60% | -$742K | 0.07% | 211 |
|
|
2024
Q4 | $1.5M | Buy |
13,580
+8,434
| +164% | +$934K | 0.21% | 100 |
|
|
2024
Q3 | $494K | Buy |
5,146
+665
| +15% | +$63.8K | 0.07% | 171 |
|
|
2024
Q2 | $445K | Buy |
+4,481
| New | +$445K | 0.07% | 163 |
|
|
2023
Q4 | $411K | Buy |
4,548
+1,167
| +35% | +$105K | 0.08% | 172 |
|
|
2023
Q3 | $294K | Buy |
3,381
+384
| +13% | +$33.4K | 0.1% | 138 |
|
|
2023
Q2 | $268K | Sell |
2,997
-59
| -2% | -$5.27K | 0.08% | 158 |
|
|
2023
Q1 | $300K | Sell |
3,056
-325
| -10% | -$31.9K | 0.1% | 159 |
|
|
2022
Q4 | $294K | Buy |
+3,381
| New | +$294K | 0.1% | 141 |
|
|
2020
Q4 | $588K | Buy |
+3,247
| New | +$588K | 0.3% | 90 |
|