Kapstone Financial 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 | $324K | Sell |
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|
2025
Q1 | $259K | Buy |
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|
2024
Q4 | $296K | Sell |
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|
2024
Q3 | $282K | Sell |
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|
2024
Q2 | $379K | Sell |
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|
2024
Q1 | $565K | Sell |
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|
2023
Q4 | $458K | Sell |
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|
2023
Q3 | $483K | Sell |
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|
2023
Q2 | $555K | Sell |
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|
2023
Q1 | $799K | Sell |
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|
2022
Q4 | $970K | Buy |
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