Copperwynd Financial’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 | $981K | Buy |
7,911
+333
| +4% | +$41.3K | 0.24% | 74 |
|
|
2025
Q1 | $748K | Buy |
7,578
+604
| +9% | +$59.6K | 0.21% | 98 |
|
|
2024
Q4 | $777K | Sell |
6,974
-39
| -0.6% | -$4.34K | 0.21% | 80 |
|
|
2024
Q3 | $675K | Buy |
7,013
+630
| +10% | +$60.6K | 0.2% | 99 |
|
|
2024
Q2 | $598K | Buy |
6,383
+694
| +12% | +$65K | 0.2% | 98 |
|
|
2024
Q1 | $696K | Buy |
5,689
+354
| +7% | +$43.3K | 0.25% | 84 |
|
|
2023
Q4 | $482K | Buy |
5,335
+303
| +6% | +$27.4K | 0.19% | 101 |
|
|
2023
Q3 | $408K | Buy |
5,032
+174
| +4% | +$14.1K | 0.19% | 99 |
|
|
2023
Q2 | $434K | Buy |
4,858
+419
| +9% | +$37.4K | 0.2% | 108 |
|
|
2023
Q1 | $444K | Buy |
4,439
+661
| +17% | +$66.2K | 0.23% | 106 |
|
|
2022
Q4 | $328K | Sell |
3,778
-20,256
| -84% | -$1.76M | 0.18% | 105 |
|
|
2022
Q3 | $2.27M | Buy |
24,034
+19,868
| +477% | +$1.87M | 1.3% | 15 |
|
|
2022
Q2 | $393K | Buy |
4,166
+93
| +2% | +$8.77K | 0.23% | 97 |
|
|
2022
Q1 | $559K | Buy |
4,073
+232
| +6% | +$31.8K | 0.23% | 98 |
|
|
2021
Q4 | $595K | Buy |
3,841
+160
| +4% | +$24.8K | 0.23% | 82 |
|
|
2021
Q3 | $623K | Buy |
3,681
+68
| +2% | +$11.5K | 0.26% | 74 |
|
|
2021
Q2 | $635K | Buy |
3,613
+46
| +1% | +$8.09K | 0.27% | 58 |
|
|
2021
Q1 | $658K | Sell |
3,567
-233
| -6% | -$43K | 0.3% | 52 |
|
|
2020
Q4 | $689K | Sell |
3,800
-140
| -4% | -$25.4K | 0.33% | 44 |
|
|
2020
Q3 | $489K | Sell |
3,940
-121
| -3% | -$15K | 0.26% | 61 |
|
|
2020
Q2 | $453K | Sell |
4,061
-297
| -7% | -$33.1K | 0.26% | 62 |
|
|
2020
Q1 | $421K | Sell |
4,358
-201
| -4% | -$19.4K | 0.2% | 48 |
|
|
2019
Q4 | $659K | Buy |
4,559
+65
| +1% | +$9.4K | 0.35% | 50 |
|
|
2019
Q3 | $597K | Buy |
4,494
+481
| +12% | +$63.9K | 0.34% | 58 |
|
|
2019
Q2 | $560K | Sell |
4,013
-41
| -1% | -$5.72K | 0.32% | 44 |
|
|
2019
Q1 | $450K | Buy |
4,054
+148
| +4% | +$16.4K | 0.27% | 63 |
|
|
2018
Q4 | $428K | Buy |
3,906
+198
| +5% | +$21.7K | 0.27% | 40 |
|
|
2018
Q3 | $434K | Buy |
+3,708
| New | +$434K | 0.26% | 64 |
|