Kelman-Lazarov Inc’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 | $457K | Sell |
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|
2025
Q1 | $388K | Buy |
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|
2024
Q4 | $431K | Sell |
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|
2024
Q3 | $374K | Sell |
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|
2024
Q2 | $398K | Buy |
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|
2024
Q1 | $427K | Sell |
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|
2023
Q4 | $324K | Buy |
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|
2023
Q3 | $281K | Buy |
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|
2023
Q2 | $307K | Sell |
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|
2023
Q1 | $362K | Buy |
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|
2022
Q4 | $311K | Hold |
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|
2022
Q3 | $337K | Hold |
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|
2022
Q2 | $337K | Sell |
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|
2022
Q1 | $519K | Sell |
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|
2021
Q4 | $596K | Buy |
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|
2021
Q3 | $643K | Hold |
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|
2021
Q2 | $668K | Buy |
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|
2021
Q1 | $688K | Hold |
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|
2020
Q4 | $675K | Sell |
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|
2020
Q3 | $481K | Sell |
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|
2020
Q2 | $451K | Sell |
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|
2020
Q1 | $398K | Sell |
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|
2019
Q4 | $788K | Sell |
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|
2019
Q3 | $743K | Buy |
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|
2019
Q2 | $796K | Sell |
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|
2019
Q1 | $826K | Sell |
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|
2018
Q4 | $1.08M | Sell |
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|
2018
Q3 | $1.36M | Sell |
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|
2018
Q2 | $1.35M | Sell |
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|
2018
Q1 | $1.33M | Sell |
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|
2017
Q4 | $1.44M | Buy |
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|
2017
Q3 | $1.31M | Buy |
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|
2017
Q2 | $1.39M | Buy |
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|
2017
Q1 | $1.45M | Sell |
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|
2016
Q4 | $1.35M | Sell |
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|
2016
Q3 | $1.26M | Buy |
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|
2016
Q2 | $1.24M | Buy |
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|
2016
Q1 | $1.23M | Buy |
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