Cox Capital 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 | $2.63M | Sell |
21,245
-643
| -3% | -$79.7K | 1.8% | 22 |
|
|
2025
Q1 | $2.16M | Sell |
21,888
-1,063
| -5% | -$105K | 1.58% | 27 |
|
|
2024
Q4 | $2.56M | Sell |
22,951
-246
| -1% | -$27.4K | 1.64% | 26 |
|
|
2024
Q3 | $2.23M | Buy |
+23,197
| New | +$2.23M | 1.33% | 33 |
|
|
2023
Q1 | – | Sell |
-13,210
| Closed | -$1.15M | – | 75 |
|
|
2022
Q4 | $1.15M | Buy |
+13,210
| New | +$1.15M | 0.75% | 52 |
|
|
2020
Q2 | – | Sell |
-235
| Closed | -$34K | – | 114 |
|
|
2020
Q1 | $34K | Buy |
+235
| New | +$34K | 0.03% | 113 |
|