Copperwynd Financial’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
Q2 | $981K | Buy |
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|
2025
Q1 | $748K | Buy |
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|
2024
Q4 | $777K | Sell |
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|
2024
Q3 | $675K | Buy |
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|
2024
Q2 | $598K | Buy |
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|
2024
Q1 | $696K | Buy |
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|
2023
Q4 | $482K | Buy |
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|
2023
Q3 | $408K | Buy |
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|
2023
Q2 | $434K | Buy |
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|
2023
Q1 | $444K | Buy |
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|
2022
Q4 | $328K | Sell |
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|
2022
Q3 | $2.27M | Buy |
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|
2022
Q2 | $393K | Buy |
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|
2022
Q1 | $559K | Buy |
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|
2021
Q4 | $595K | Buy |
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|
2021
Q3 | $623K | Buy |
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|
2021
Q2 | $635K | Buy |
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|
2021
Q1 | $658K | Sell |
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|
2020
Q4 | $689K | Sell |
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|
2020
Q3 | $489K | Sell |
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|
2020
Q2 | $453K | Sell |
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|
2020
Q1 | $421K | Sell |
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|
2019
Q4 | $659K | Buy |
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|
2019
Q3 | $597K | Buy |
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|
2019
Q2 | $560K | Sell |
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|
2019
Q1 | $450K | Buy |
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|
2018
Q4 | $428K | Buy |
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|
2018
Q3 | $434K | Buy |
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