KLI
Kelman-Lazarov Inc’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Sell |
3,682
-247
| -6% | -$30.6K | 0.07% | 80 |
|
|
2025
Q1 | $388K | Buy |
3,929
+56
| +1% | +$5.53K | 0.07% | 83 |
|
|
2024
Q4 | $431K | Sell |
3,873
-14
| -0.4% | -$1.56K | 0.08% | 77 |
|
|
2024
Q3 | $374K | Sell |
3,887
-117
| -3% | -$11.3K | 0.06% | 83 |
|
|
2024
Q2 | $398K | Buy |
4,004
+516
| +15% | +$51.2K | 0.07% | 76 |
|
|
2024
Q1 | $427K | Sell |
3,488
-95
| -3% | -$11.6K | 0.08% | 75 |
|
|
2023
Q4 | $324K | Buy |
3,583
+117
| +3% | +$10.6K | 0.07% | 82 |
|
|
2023
Q3 | $281K | Buy |
3,466
+28
| +0.8% | +$2.27K | 0.07% | 84 |
|
|
2023
Q2 | $307K | Sell |
3,438
-176
| -5% | -$15.7K | 0.07% | 83 |
|
|
2023
Q1 | $362K | Buy |
3,614
+39
| +1% | +$3.91K | 0.09% | 73 |
|
|
2022
Q4 | $311K | Hold |
3,575
| – | – | 0.09% | 77 |
|
|
2022
Q3 | $337K | Hold |
3,575
| – | – | 0.11% | 63 |
|
|
2022
Q2 | $337K | Sell |
3,575
-209
| -6% | -$19.7K | 0.11% | 62 |
|
|
2022
Q1 | $519K | Sell |
3,784
-63
| -2% | -$8.64K | 0.17% | 48 |
|
|
2021
Q4 | $596K | Buy |
3,847
+48
| +1% | +$7.44K | 0.19% | 47 |
|
|
2021
Q3 | $643K | Hold |
3,799
| – | – | 0.23% | 42 |
|
|
2021
Q2 | $668K | Buy |
3,799
+72
| +2% | +$12.7K | 0.23% | 41 |
|
|
2021
Q1 | $688K | Hold |
3,727
| – | – | 0.25% | 38 |
|
|
2020
Q4 | $675K | Sell |
3,727
-150
| -4% | -$27.2K | 0.26% | 39 |
|
|
2020
Q3 | $481K | Sell |
3,877
-170
| -4% | -$21.1K | 0.22% | 42 |
|
|
2020
Q2 | $451K | Sell |
4,047
-77
| -2% | -$8.58K | 0.21% | 42 |
|
|
2020
Q1 | $398K | Sell |
4,124
-1,324
| -24% | -$128K | 0.21% | 46 |
|
|
2019
Q4 | $788K | Sell |
5,448
-256
| -4% | -$37K | 0.35% | 43 |
|
|
2019
Q3 | $743K | Buy |
5,704
+5
| +0.1% | +$651 | 0.37% | 43 |
|
|
2019
Q2 | $796K | Sell |
5,699
-1,737
| -23% | -$243K | 0.41% | 43 |
|
|
2019
Q1 | $826K | Sell |
7,436
-2,436
| -25% | -$271K | 0.44% | 45 |
|
|
2018
Q4 | $1.08M | Sell |
9,872
-1,738
| -15% | -$190K | 0.67% | 37 |
|
|
2018
Q3 | $1.36M | Sell |
11,610
-1,314
| -10% | -$154K | 0.79% | 33 |
|
|
2018
Q2 | $1.36M | Sell |
12,924
-348
| -3% | -$36.5K | 0.73% | 42 |
|
|
2018
Q1 | $1.33M | Sell |
13,272
-143
| -1% | -$14.4K | 0.72% | 38 |
|
|
2017
Q4 | $1.44M | Buy |
13,415
+143
| +1% | +$15.4K | 0.74% | 40 |
|
|
2017
Q3 | $1.31M | Buy |
13,272
+219
| +2% | +$21.6K | 0.69% | 42 |
|
|
2017
Q2 | $1.39M | Buy |
13,053
+309
| +2% | +$32.8K | 0.76% | 40 |
|
|
2017
Q1 | $1.45M | Sell |
12,744
-170
| -1% | -$19.3K | 0.93% | 35 |
|
|
2016
Q4 | $1.35M | Sell |
12,914
-684
| -5% | -$71.3K | 0.76% | 39 |
|
|
2016
Q3 | $1.26M | Buy |
13,598
+941
| +7% | +$87.1K | 0.71% | 46 |
|
|
2016
Q2 | $1.24M | Buy |
12,657
+230
| +2% | +$22.5K | 0.71% | 46 |
|
|
2016
Q1 | $1.23M | Buy |
+12,427
| New | +$1.23M | 0.72% | 44 |
|