J.W. Coons Advisors’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 | $1.82M | Buy |
14,691
+230
| +2% | +$28.5K | 0.41% | 62 |
|
|
2025
Q1 | $1.43M | Sell |
14,461
-150
| -1% | -$14.8K | 0.38% | 66 |
|
|
2024
Q4 | $1.63M | Sell |
14,611
-200
| -1% | -$22.3K | 0.42% | 60 |
|
|
2024
Q3 | $1.42M | Hold |
14,811
| – | – | 0.36% | 68 |
|
|
2024
Q2 | $1.47M | Hold |
14,811
| – | – | 0.36% | 60 |
|
|
2024
Q1 | $1.81M | Sell |
14,811
-125
| -0.8% | -$15.3K | 0.41% | 53 |
|
|
2023
Q4 | $1.35M | Sell |
14,936
-350
| -2% | -$31.6K | 0.36% | 63 |
|
|
2023
Q3 | $1.24M | Sell |
15,286
-1,100
| -7% | -$89.2K | 0.36% | 68 |
|
|
2023
Q2 | $1.46M | Sell |
16,386
-2,200
| -12% | -$196K | 0.4% | 59 |
|
|
2023
Q1 | $1.86M | Sell |
18,586
-100
| -0.5% | -$10K | 0.53% | 49 |
|
|
2022
Q4 | $1.62M | Buy |
18,686
+3,257
| +21% | +$283K | 0.48% | 55 |
|
|
2022
Q3 | $1.46M | Buy |
15,429
+1,080
| +8% | +$102K | 0.55% | 57 |
|
|
2022
Q2 | $1.35M | Buy |
14,349
+200
| +1% | +$18.8K | 0.48% | 59 |
|
|
2022
Q1 | $1.94M | Buy |
14,149
+853
| +6% | +$117K | 0.58% | 49 |
|
|
2021
Q4 | $2.05M | Hold |
13,296
| – | – | 0.62% | 44 |
|
|
2021
Q3 | $2.25M | Sell |
13,296
-466
| -3% | -$78.9K | 0.77% | 38 |
|
|
2021
Q2 | $2.42M | Sell |
13,762
-7,200
| -34% | -$1.27M | 0.86% | 35 |
|
|
2021
Q1 | $3.86M | Sell |
20,962
-325
| -2% | -$59.9K | 1.38% | 13 |
|
|
2020
Q4 | $3.85M | Sell |
21,287
-223
| -1% | -$40.4K | 1.47% | 10 |
|
|
2020
Q3 | $2.66M | Sell |
21,510
-1,380
| -6% | -$171K | 1.11% | 23 |
|
|
2020
Q2 | $2.55M | Sell |
22,890
-778
| -3% | -$86.7K | 1.13% | 22 |
|
|
2020
Q1 | $2.29M | Buy |
+23,668
| New | +$2.29M | 1.2% | 19 |
|