J.W. Coons Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Buy |
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|
2025
Q1 | $1.43M | Sell |
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|
2024
Q4 | $1.63M | Sell |
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|
2024
Q3 | $1.42M | Hold |
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|
2024
Q2 | $1.47M | Hold |
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|
2024
Q1 | $1.81M | Sell |
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|
2023
Q4 | $1.35M | Sell |
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|
2023
Q3 | $1.24M | Sell |
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|
2023
Q2 | $1.46M | Sell |
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|
2023
Q1 | $1.86M | Sell |
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|
2022
Q4 | $1.62M | Buy |
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|
2022
Q3 | $1.46M | Buy |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $1.94M | Buy |
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|
2021
Q4 | $2.05M | Hold |
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|
2021
Q3 | $2.25M | Sell |
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|
2021
Q2 | $2.42M | Sell |
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|
2021
Q1 | $3.86M | Sell |
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|
2020
Q4 | $3.85M | Sell |
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|
2020
Q3 | $2.66M | Sell |
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|
2020
Q2 | $2.55M | Sell |
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|
2020
Q1 | $2.29M | Buy |
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