Copperleaf Capital’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 | $1.42M | Sell |
11,479
-370
| -3% | -$45.9K | 0.72% | 39 |
|
|
2025
Q1 | $1.17M | Buy |
11,849
+791
| +7% | +$78.1K | 0.7% | 38 |
|
|
2024
Q4 | $1.23M | Buy |
11,058
+32
| +0.3% | +$3.56K | 0.78% | 36 |
|
|
2024
Q3 | $1.06M | Sell |
11,026
-396
| -3% | -$38.1K | 0.81% | 34 |
|
|
2024
Q2 | $1.13M | Buy |
11,422
+1,594
| +16% | +$158K | 0.91% | 32 |
|
|
2024
Q1 | $1.2M | Buy |
9,828
+2,587
| +36% | +$317K | 1.04% | 31 |
|
|
2023
Q4 | $654K | Sell |
7,241
-1,435
| -17% | -$130K | 0.67% | 48 |
|
|
2023
Q3 | $703K | Sell |
8,676
-1,898
| -18% | -$154K | 0.76% | 42 |
|
|
2023
Q2 | $944K | Buy |
10,574
+1,286
| +14% | +$115K | 0.88% | 34 |
|
|
2023
Q1 | $930K | Sell |
9,288
-2,193
| -19% | -$220K | 0.92% | 33 |
|
|
2022
Q4 | $997K | Buy |
11,481
+4,520
| +65% | +$393K | 1.15% | 27 |
|
|
2022
Q3 | $657K | Buy |
6,961
+3,104
| +80% | +$293K | 0.71% | 40 |
|
|
2022
Q2 | $364K | Buy |
3,857
+2
| +0.1% | +$189 | 0.37% | 54 |
|
|
2022
Q1 | $529K | Buy |
3,855
+270
| +8% | +$37.1K | 0.47% | 50 |
|
|
2021
Q4 | $555K | Buy |
3,585
+326
| +10% | +$50.5K | 0.48% | 48 |
|
|
2021
Q3 | $551K | Buy |
3,259
+1,309
| +67% | +$221K | 0.53% | 46 |
|
|
2021
Q2 | $343K | Sell |
1,950
-13
| -0.7% | -$2.29K | 0.34% | 50 |
|
|
2021
Q1 | $362K | Sell |
1,963
-504
| -20% | -$92.9K | 0.39% | 48 |
|
|
2020
Q4 | $447K | Buy |
2,467
+535
| +28% | +$96.9K | 0.38% | 43 |
|
|
2020
Q3 | $240K | Buy |
1,932
+13
| +0.7% | +$1.62K | 0.23% | 51 |
|
|
2020
Q2 | $214K | Buy |
+1,919
| New | +$214K | 0.22% | 48 |
|
|
2020
Q1 | – | Sell |
-1,878
| Closed | -$272K | – | 44 |
|
|
2019
Q4 | $272K | Buy |
+1,878
| New | +$272K | 0.28% | 42 |
|