Kathmere Capital Management’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 | $736K | Buy |
5,932
+1,619
| +38% | +$201K | 0.06% | 207 |
|
|
2025
Q1 | $426K | Sell |
4,313
-449
| -9% | -$44.3K | 0.04% | 272 |
|
|
2024
Q4 | $530K | Buy |
4,762
+1,204
| +34% | +$134K | 0.05% | 211 |
|
|
2024
Q3 | $342K | Buy |
3,558
+234
| +7% | +$22.5K | 0.03% | 269 |
|
|
2024
Q2 | $330K | Sell |
3,324
-960
| -22% | -$95.3K | 0.03% | 242 |
|
|
2024
Q1 | $524K | Buy |
4,284
+1,491
| +53% | +$182K | 0.06% | 158 |
|
|
2023
Q4 | $252K | Sell |
2,793
-2,144
| -43% | -$194K | 0.03% | 234 |
|
|
2023
Q3 | $400K | Buy |
4,937
+411
| +9% | +$33.3K | 0.06% | 149 |
|
|
2023
Q2 | $404K | Buy |
4,526
+2,137
| +89% | +$191K | 0.06% | 131 |
|
|
2023
Q1 | $239K | Buy |
+2,389
| New | +$239K | 0.04% | 177 |
|
|
2021
Q1 | – | Sell |
-293
| Closed | -$53K | – | 206 |
|
|
2020
Q4 | $53K | Sell |
293
-76
| -21% | -$13.7K | 0.01% | 236 |
|
|
2020
Q3 | $46K | Sell |
369
-1,592
| -81% | -$198K | 0.01% | 230 |
|
|
2020
Q2 | $219K | Buy |
+1,961
| New | +$219K | 0.06% | 102 |
|