Cove Private Wealth’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 | $2.23M | Buy |
17,970
+4,917
| +38% | +$610K | 0.79% | 30 |
|
|
2025
Q1 | $1.29M | Buy |
13,053
+53
| +0.4% | +$5.23K | 0.68% | 41 |
|
|
2024
Q4 | $1.45M | Hold |
13,000
| – | – | 0.87% | 28 |
|
|
2024
Q3 | $1.25M | Hold |
13,000
| – | – | 0.97% | 30 |
|
|
2024
Q2 | $1.29M | Hold |
13,000
| – | – | 1.03% | 28 |
|
|
2024
Q1 | $1.59M | Hold |
13,000
| – | – | 1.36% | 22 |
|
|
2023
Q4 | $1.17M | Buy |
+13,000
| New | +$1.17M | 1.11% | 30 |
|