CastleKeep Investment 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 | $2.51M | Sell |
20,201
-374
| -2% | -$46.4K | 1.23% | 19 |
|
|
2025
Q1 | $2.03M | Buy |
20,575
+6,958
| +51% | +$687K | 1.04% | 22 |
|
|
2024
Q4 | $1.52M | Buy |
13,617
+94
| +0.7% | +$10.5K | 1.06% | 31 |
|
|
2024
Q3 | $1.3M | Buy |
13,523
+5,136
| +61% | +$494K | 0.89% | 24 |
|
|
2024
Q2 | $833K | Sell |
8,387
-832
| -9% | -$82.6K | 0.64% | 77 |
|
|
2024
Q1 | $1.13M | Sell |
9,219
-79
| -0.8% | -$9.67K | 0.81% | 29 |
|
|
2023
Q4 | $840K | Buy |
+9,298
| New | +$840K | 0.6% | 83 |
|