Cordatus Wealth Management’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 | $1.88M | Buy |
15,120
+11
| +0.1% | +$1.36K | 0.46% | 63 |
|
|
2025
Q1 | $1.49M | Buy |
15,109
+879
| +6% | +$86.7K | 0.41% | 68 |
|
|
2024
Q4 | $1.58M | Buy |
14,230
+573
| +4% | +$63.8K | 0.42% | 67 |
|
|
2024
Q3 | $1.31M | Buy |
13,657
+238
| +2% | +$22.9K | 0.47% | 58 |
|
|
2024
Q2 | $1.33M | Buy |
+13,419
| New | +$1.33M | 0.5% | 59 |
|
|
2023
Q3 | – | Sell |
-13,449
| Closed | -$1.2M | – | 85 |
|
|
2023
Q2 | $1.2M | Buy |
+13,449
| New | +$1.2M | 0.45% | 69 |
|
|
2022
Q4 | – | Sell |
-3,107
| Closed | -$293K | – | 61 |
|
|
2022
Q3 | $293K | Buy |
3,107
+198
| +7% | +$18.7K | 0.31% | 53 |
|
|
2022
Q2 | $275K | Sell |
2,909
-2,912
| -50% | -$275K | 0.13% | 125 |
|
|
2022
Q1 | $798K | Buy |
5,821
+546
| +10% | +$74.9K | 0.28% | 125 |
|
|
2021
Q4 | $817K | Buy |
+5,275
| New | +$817K | 0.24% | 122 |
|
|
2019
Q4 | – | Sell |
-32,817
| Closed | -$4.28M | – | 124 |
|
|
2019
Q3 | $4.28M | Buy |
+32,817
| New | +$4.28M | 2.23% | 6 |
|