Kathleen S. Wright Associates’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
Q3 | $352K | Hold |
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|
2025
Q2 | $381K | Hold |
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|
2025
Q1 | $304K | Sell |
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|
2024
Q4 | $354K | Hold |
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|
2024
Q3 | $305K | Hold |
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|
2024
Q2 | $315K | Hold |
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|
2024
Q1 | $388K | Hold |
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|
2023
Q4 | $287K | Sell |
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|
2023
Q3 | $266K | Sell |
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|
2023
Q2 | $355K | Hold |
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|
2023
Q1 | $398K | Sell |
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|
2022
Q4 | $381K | Sell |
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|
2022
Q3 | $443K | Sell |
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|
2022
Q2 | $491K | Sell |
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|
2022
Q1 | $809K | Buy |
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|
2021
Q4 | $767K | Buy |
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