Keebeck Wealth 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 | $337K | Buy |
2,706
+398
| +17% | +$49.6K | 0.04% | 265 |
|
|
2025
Q1 | $228K | Sell |
2,308
-162
| -7% | -$16K | 0.03% | 249 |
|
|
2024
Q4 | $276K | Buy |
2,470
+218
| +10% | +$24.4K | 0.04% | 224 |
|
|
2024
Q3 | $217K | Buy |
2,252
+10
| +0.4% | +$962 | 0.03% | 239 |
|
|
2024
Q2 | $223K | Hold |
2,242
| – | – | 0.03% | 242 |
|
|
2024
Q1 | $274K | Buy |
2,242
+20
| +0.9% | +$2.45K | 0.04% | 246 |
|
|
2023
Q4 | $201K | Buy |
+2,222
| New | +$201K | 0.03% | 257 |
|
|
2023
Q3 | – | Sell |
-2,622
| Closed | -$234K | – | 257 |
|
|
2023
Q2 | $234K | Sell |
2,622
-27
| -1% | -$2.41K | 0.03% | 243 |
|
|
2023
Q1 | $265K | Sell |
2,649
-187
| -7% | -$18.7K | 0.04% | 218 |
|
|
2022
Q4 | $246K | Sell |
2,836
-2,341
| -45% | -$203K | 0.04% | 214 |
|
|
2022
Q3 | $488K | Sell |
5,177
-200
| -4% | -$18.9K | 0.09% | 151 |
|
|
2022
Q2 | $508K | Sell |
5,377
-565
| -10% | -$53.4K | 0.1% | 152 |
|
|
2022
Q1 | $815K | Buy |
5,942
+67
| +1% | +$9.19K | 0.14% | 126 |
|
|
2021
Q4 | $910K | Sell |
5,875
-189
| -3% | -$29.3K | 0.16% | 114 |
|
|
2021
Q3 | $1.03M | Sell |
6,064
-59
| -1% | -$9.98K | 0.2% | 102 |
|
|
2021
Q2 | $1.08M | Hold |
6,123
| – | – | 0.16% | 117 |
|
|
2021
Q1 | $1.13M | Sell |
6,123
-213
| -3% | -$39.3K | 0.18% | 101 |
|
|
2020
Q4 | $1.15M | Sell |
6,336
-2,430
| -28% | -$440K | 0.2% | 82 |
|
|
2020
Q3 | $1.09M | Buy |
8,766
+347
| +4% | +$43K | 0.22% | 73 |
|
|
2020
Q2 | $938K | Sell |
8,419
-3,607
| -30% | -$402K | 0.3% | 68 |
|
|
2020
Q1 | $1.16M | Sell |
12,026
-984
| -8% | -$94.9K | 0.48% | 48 |
|
|
2019
Q4 | $1.89M | Buy |
+13,010
| New | +$1.89M | 0.6% | 41 |
|