Kelleher Financial Advisors’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
Q2 | $395K | Sell |
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|
2025
Q1 | $467K | Buy |
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|
2024
Q4 | $504K | Sell |
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|
2024
Q3 | $447K | Sell |
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|
2024
Q2 | $463K | Sell |
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|
2024
Q1 | $662K | Buy |
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|
2023
Q4 | $326K | Buy |
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|
2023
Q3 | $292K | Buy |
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|
2023
Q2 | $321K | Buy |
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|
2023
Q1 | $330K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.8M | Buy |
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|
2022
Q1 | $2.37M | Sell |
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|
2021
Q4 | $2.68M | Sell |
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|
2021
Q3 | $3.61M | Buy |
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|
2021
Q2 | $3.17M | Buy |
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|
2021
Q1 | $2.54M | Buy |
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|
2020
Q4 | $1.85M | Buy |
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|
2020
Q3 | $1.05M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $971K | Sell |
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|
2016
Q3 | $938K | Buy |
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|
2016
Q2 | $911K | Sell |
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|
2016
Q1 | $1.05M | Buy |
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|
2015
Q4 | $979K | Hold |
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|
2015
Q3 | $952K | Sell |
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|
2015
Q2 | $1.07M | Hold |
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|
2015
Q1 | $982K | Sell |
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|
2014
Q4 | $982K | Hold |
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|
2014
Q3 | $953K | Hold |
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|
2014
Q2 | $894K | Hold |
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|
2014
Q1 | $835K | Buy |
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|
2013
Q4 | $797K | Sell |
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|
2013
Q3 | $995K | Hold |
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|
2013
Q2 | $974K | Buy |
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