Cumberland Partners’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 | $2.79M | Buy |
+22,518
| New | +$2.79M | 0.19% | 84 |
|
|
2022
Q4 | – | Sell |
-13,235
| Closed | -$1.25M | – | 171 |
|
|
2022
Q3 | $1.25M | Buy |
13,235
+42
| +0.3% | +$3.96K | 0.13% | 92 |
|
|
2022
Q2 | $1.25M | Buy |
13,193
+95
| +0.7% | +$8.97K | 0.12% | 99 |
|
|
2022
Q1 | $1.8M | Sell |
13,098
-963
| -7% | -$132K | 0.14% | 97 |
|
|
2021
Q4 | $2.18M | Buy |
14,061
+19
| +0.1% | +$2.94K | 0.15% | 97 |
|
|
2021
Q3 | $2.38M | Buy |
14,042
+464
| +3% | +$78.5K | 0.19% | 91 |
|
|
2021
Q2 | $2.39M | Sell |
13,578
-10
| -0.1% | -$1.76K | 0.19% | 90 |
|
|
2021
Q1 | $2.51M | Buy |
13,588
+1,374
| +11% | +$254K | 0.21% | 86 |
|
|
2020
Q4 | $2.21M | Sell |
12,214
-97
| -0.8% | -$17.6K | 0.2% | 84 |
|
|
2020
Q3 | $1.53M | Sell |
12,311
-8,423
| -41% | -$1.05M | 0.16% | 87 |
|
|
2020
Q2 | $2.31M | Sell |
20,734
-310
| -1% | -$34.6K | 0.24% | 81 |
|
|
2020
Q1 | $2.03M | Buy |
21,044
+11,992
| +132% | +$1.16M | 0.24% | 78 |
|
|
2019
Q4 | $1.31M | Sell |
9,052
-4,300
| -32% | -$622K | 0.12% | 102 |
|
|
2019
Q3 | $1.74M | Buy |
13,352
+2,850
| +27% | +$371K | 0.17% | 90 |
|
|
2019
Q2 | $1.47M | Sell |
10,502
-664
| -6% | -$92.8K | 0.14% | 94 |
|
|
2019
Q1 | $1.24M | Sell |
11,166
-1,409
| -11% | -$157K | 0.12% | 98 |
|
|
2018
Q4 | $1.38M | Buy |
12,575
+1,834
| +17% | +$201K | 0.16% | 90 |
|
|
2018
Q3 | $1.26M | Buy |
10,741
+6,850
| +176% | +$801K | 0.12% | 99 |
|
|
2018
Q2 | $408K | Buy |
+3,891
| New | +$408K | 0.04% | 157 |
|