Cora Capital Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,002
| Closed | -$223K | – | 109 |
|
2024
Q4 | $223K | Sell |
2,002
-500
| -20% | -$55.7K | 0.11% | 91 |
|
2024
Q3 | $241K | Sell |
2,502
-868
| -26% | -$83.5K | 0.12% | 86 |
|
2024
Q2 | $335K | Buy |
3,370
+7
| +0.2% | +$695 | 0.17% | 63 |
|
2024
Q1 | $411K | Buy |
3,363
+267
| +9% | +$32.7K | 0.22% | 60 |
|
2023
Q4 | $280K | Sell |
3,096
-715
| -19% | -$64.6K | 0.16% | 76 |
|
2023
Q3 | $309K | Sell |
3,811
-199
| -5% | -$16.1K | 0.21% | 66 |
|
2023
Q2 | $358K | Buy |
4,010
+272
| +7% | +$24.3K | 0.24% | 63 |
|
2023
Q1 | $374K | Sell |
3,738
-250
| -6% | -$25K | 0.28% | 53 |
|
2022
Q4 | $346K | Buy |
+3,988
| New | +$346K | 0.24% | 49 |
|