Kennedy Investment Group’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 | $314K | Sell |
2,535
-61
| -2% | -$7.56K | 0.13% | 111 |
|
|
2025
Q1 | $256K | Buy |
2,596
+20
| +0.8% | +$1.97K | 0.12% | 112 |
|
|
2024
Q4 | $287K | Sell |
2,576
-95
| -4% | -$10.6K | 0.13% | 106 |
|
|
2024
Q3 | $257K | Sell |
2,671
-126
| -5% | -$12.1K | 0.12% | 114 |
|
|
2024
Q2 | $278K | Sell |
2,797
-48
| -2% | -$4.77K | 0.14% | 101 |
|
|
2024
Q1 | $348K | Buy |
2,845
+68
| +2% | +$8.32K | 0.19% | 94 |
|
|
2023
Q4 | $251K | Buy |
2,777
+58
| +2% | +$5.24K | 0.14% | 104 |
|
|
2023
Q3 | $220K | Buy |
2,719
+199
| +8% | +$16.1K | 0.13% | 105 |
|
|
2023
Q2 | $225K | Buy |
2,520
+340
| +16% | +$30.4K | 0.13% | 106 |
|
|
2023
Q1 | $218K | Buy |
+2,180
| New | +$218K | 0.13% | 110 |
|