Kavar Capital Partners Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $916K | Sell |
9,507
-41
| -0.4% | -$4.33K | 0.11% | 107 |
|
|
2025
Q4 | $1.09M | Sell |
9,548
-90
| -0.9% | -$9.91K | 0.15% | 95 |
|
|
2025
Q3 | $1.1M | Sell |
9,638
-40
| -0.4% | -$4.71K | 0.15% | 97 |
|
|
2025
Q2 | $1.2M | Hold |
9,678
| – | – | 0.17% | 97 |
|
|
2025
Q1 | $955K | Buy |
9,678
+9
| +0.1% | +$967 | 0.16% | 92 |
|
|
2024
Q4 | $1.08M | Sell |
9,669
-17,806
| -65% | -$1.87M | 0.18% | 90 |
|
|
2024
Q3 | $2.64M | Sell |
27,475
-2,151
| -7% | -$198K | 0.42% | 61 |
|
|
2024
Q2 | $2.94M | Sell |
29,626
-1,538
| -5% | -$166K | 0.53% | 55 |
|
|
2024
Q1 | $3.81M | Buy |
31,164
+4,839
| +18% | +$505K | 0.7% | 47 |
|
|
2023
Q4 | $2.38M | Sell |
26,325
-5,206
| -17% | -$459K | 0.27% | 77 |
|
|
2023
Q3 | $2.56M | Sell |
31,531
-1,043
| -3% | -$89.1K | 0.55% | 56 |
|
|
2023
Q2 | $2.91M | Sell |
32,574
-2,953
| -8% | -$280K | 0.62% | 52 |
|
|
2023
Q1 | $3.56M | Sell |
35,527
-310
| -0.9% | -$31.3K | 0.77% | 41 |
|
|
2022
Q4 | $3.11M | Sell |
35,837
-2,487
| -6% | -$238K | 0.72% | 45 |
|
|
2022
Q3 | $3.62M | Buy |
38,324
+896
| +2% | +$95.9K | 0.92% | 36 |
|
|
2022
Q2 | $3.53M | Buy |
37,428
+547
| +1% | +$60.7K | 0.82% | 43 |
|
|
2022
Q1 | $5.06M | Buy |
36,881
+1,849
| +5% | +$267K | 1.09% | 29 |
|
|
2021
Q4 | $5.43M | Buy |
35,032
+2,161
| +7% | +$349K | 1.13% | 28 |
|
|
2021
Q3 | $5.56M | Buy |
32,871
+514
| +2% | +$91.6K | 1.27% | 23 |
|
|
2021
Q2 | $5.69M | Buy |
32,357
+4,667
| +17% | +$839K | 1.37% | 21 |
|
|
2021
Q1 | $5.11M | Sell |
27,690
-660
| -2% | -$122K | 1.38% | 22 |
|
|
2020
Q4 | $5.14M | Buy |
28,350
+44
| +0.2% | +$6.32K | 1.48% | 20 |
|
|
2020
Q3 | $3.51M | Buy |
28,306
+69
| +0.2% | +$8.63K | 1.18% | 25 |
|
|
2020
Q2 | $3.15M | Sell |
28,237
-577
| -2% | -$63.7K | 1.21% | 26 |
|
|
2020
Q1 | $2.78M | Buy |
28,814
+493
| +2% | +$62.3K | 1.33% | 22 |
|
|
2019
Q4 | $4.1M | Buy |
28,321
+468
| +2% | +$65.3K | 1.52% | 18 |
|
|
2019
Q3 | $3.63M | Buy |
27,853
+1,642
| +6% | +$227K | 1.42% | 21 |
|
|
2019
Q2 | $3.66M | Buy |
26,211
+475
| +2% | +$63K | 1.44% | 20 |
|
|
2019
Q1 | $2.86M | Buy |
25,736
+119
| +0.5% | +$13.3K | 1.27% | 26 |
|
|
2018
Q4 | $2.81M | Buy |
25,617
+385
| +2% | +$43.8K | 1.52% | 19 |
|
|
2018
Q3 | $2.95M | Buy |
25,232
+50
| +0.2% | +$5.57K | 1.46% | 21 |
|
|
2018
Q2 | $2.64M | Buy |
25,182
+175
| +0.7% | +$17.9K | 1.33% | 24 |
|
|
2018
Q1 | $2.51M | Buy |
25,007
+150
| +0.6% | +$15.9K | 1.31% | 29 |
|
|
2017
Q4 | $2.67M | Sell |
24,857
-250
| -1% | -$25.8K | 1.42% | 30 |
|
|
2017
Q3 | $2.48M | Buy |
25,107
+1,425
| +6% | +$147K | 1.36% | 29 |
|
|
2017
Q2 | $2.52M | Buy |
23,682
+275
| +1% | +$30.1K | 1.37% | 28 |
|
|
2017
Q1 | $2.65M | Buy |
23,407
+1,350
| +6% | +$149K | 1.48% | 23 |
|
|
2016
Q4 | $2.3M | Sell |
22,057
-100
| -0.5% | -$9.75K | 1.45% | 28 |
|
|
2016
Q3 | $2.06M | Buy |
22,157
+5,485
| +33% | +$525K | 1.33% | 26 |
|
|
2016
Q2 | $1.63M | Buy |
16,672
+525
| +3% | +$52.5K | 1.05% | 47 |
|
|
2016
Q1 | $1.6M | Buy |
16,147
+10,916
| +209% | +$1.05M | 1.06% | 46 |
|
|
2015
Q4 | $549K | Hold |
5,231
| – | – | 0.35% | 78 |
|
|
2015
Q3 | $534K | Buy |
5,231
+99
| +2% | +$10.8K | 0.38% | 77 |
|
|
2015
Q2 | $585K | Sell |
5,132
-1
| -0% | -$110 | 0.4% | 84 |
|
|
2015
Q1 | $538K | Hold |
5,133
| – | – | 0.46% | 77 |
|
|
2014
Q4 | $483K | Hold |
5,133
| – | – | 0.38% | 100 |
|
|
2014
Q3 | $457K | Buy |
5,133
+206
| +4% | +$18.2K | 0.39% | 99 |
|
|
2014
Q2 | $422K | Buy |
4,927
+1
| +0% | +$82 | 0.36% | 104 |
|
|
2014
Q1 | $394K | Buy |
4,926
+161
| +3% | +$12.5K | 0.33% | 103 |
|
|
2013
Q4 | $364K | Buy |
+4,765
| New | +$330K | 0.33% | 95 |
|
Other funds holding DIS
VCM
VPM
