KSWA
Kathleen S. Wright Associates’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Hold |
3,075
| – | – | 0.15% | 85 |
|
|
2025
Q1 | $304K | Sell |
3,075
-100
| -3% | -$9.87K | 0.13% | 92 |
|
|
2024
Q4 | $354K | Hold |
3,175
| – | – | 0.15% | 88 |
|
|
2024
Q3 | $305K | Hold |
3,175
| – | – | 0.13% | 94 |
|
|
2024
Q2 | $315K | Hold |
3,175
| – | – | 0.14% | 90 |
|
|
2024
Q1 | $388K | Hold |
3,175
| – | – | 0.18% | 82 |
|
|
2023
Q4 | $287K | Sell |
3,175
-106
| -3% | -$9.57K | 0.15% | 89 |
|
|
2023
Q3 | $266K | Sell |
3,281
-694
| -17% | -$56.2K | 0.15% | 90 |
|
|
2023
Q2 | $355K | Hold |
3,975
| – | – | 0.23% | 68 |
|
|
2023
Q1 | $398K | Sell |
3,975
-405
| -9% | -$40.6K | 0.26% | 66 |
|
|
2022
Q4 | $381K | Sell |
4,380
-320
| -7% | -$27.8K | 0.26% | 70 |
|
|
2022
Q3 | $443K | Sell |
4,700
-500
| -10% | -$47.1K | 0.36% | 60 |
|
|
2022
Q2 | $491K | Sell |
5,200
-700
| -12% | -$66.1K | 0.41% | 54 |
|
|
2022
Q1 | $809K | Buy |
5,900
+951
| +19% | +$130K | 0.59% | 41 |
|
|
2021
Q4 | $767K | Buy |
+4,949
| New | +$767K | 0.56% | 43 |
|