Keener Financial Planning’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 | $186K | Buy |
1,505
+1,500
| +30,000% | +$185K | 0.09% | 53 |
|
|
2025
Q1 | $0 | Sell |
5
-1,500
| -100% | – | ﹤0.01% | 177 |
|
|
2024
Q4 | $167K | Hold |
1,505
| – | – | 0.1% | 52 |
|
|
2024
Q3 | $144K | Buy |
1,505
+5
| +0.3% | +$478 | 0.09% | 51 |
|
|
2024
Q2 | $148K | Hold |
1,500
| – | – | 0.1% | 51 |
|
|
2024
Q1 | $184K | Sell |
1,500
-102
| -6% | -$12.5K | 0.13% | 46 |
|
|
2023
Q4 | $145K | Buy |
+1,602
| New | +$145K | 0.11% | 54 |
|