Kapstone Financial 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 | $324K | Sell |
2,613
-10
| -0.4% | -$1.24K | 0.16% | 75 |
|
|
2025
Q1 | $259K | Buy |
2,623
+8
| +0.3% | +$790 | 0.15% | 86 |
|
|
2024
Q4 | $296K | Sell |
2,615
-318
| -11% | -$36K | 0.16% | 80 |
|
|
2024
Q3 | $282K | Sell |
2,933
-883
| -23% | -$84.8K | 0.17% | 82 |
|
|
2024
Q2 | $379K | Sell |
3,816
-802
| -17% | -$79.6K | 0.25% | 65 |
|
|
2024
Q1 | $565K | Sell |
4,618
-214
| -4% | -$26.2K | 0.38% | 50 |
|
|
2023
Q4 | $458K | Sell |
4,832
-1,123
| -19% | -$107K | 0.36% | 56 |
|
|
2023
Q3 | $483K | Sell |
5,955
-277
| -4% | -$22.5K | 0.43% | 48 |
|
|
2023
Q2 | $555K | Sell |
6,232
-1,689
| -21% | -$150K | 0.46% | 51 |
|
|
2023
Q1 | $799K | Sell |
7,921
-650
| -8% | -$65.5K | 0.72% | 28 |
|
|
2022
Q4 | $970K | Buy |
+8,571
| New | +$970K | 0.88% | 24 |
|