KIG
Kessler Investment Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.9K | Hold |
273
| – | – | 0.01% | 111 |
|
|
2025
Q1 | $27K | Buy |
273
+200
| +274% | +$19.8K | 0.01% | 118 |
|
|
2024
Q4 | $8.15K | Hold |
73
| – | – | ﹤0.01% | 128 |
|
|
2024
Q3 | $7.04K | Sell |
73
-54
| -43% | -$5.21K | ﹤0.01% | 130 |
|
|
2024
Q2 | $12.6K | Hold |
127
| – | – | 0.01% | 125 |
|
|
2024
Q1 | $15.6K | Hold |
127
| – | – | 0.01% | 116 |
|
|
2023
Q4 | $11.5K | Hold |
127
| – | – | 0.01% | 125 |
|
|
2023
Q3 | $10.3K | Hold |
127
| – | – | 0.01% | 112 |
|
|
2023
Q2 | $11.4K | Hold |
127
| – | – | 0.01% | 118 |
|
|
2023
Q1 | $12.7K | Hold |
127
| – | – | 0.01% | 122 |
|
|
2022
Q4 | $11K | Hold |
127
| – | – | 0.01% | 113 |
|
|
2022
Q3 | $12K | Hold |
127
| – | – | 0.01% | 126 |
|
|
2022
Q2 | $12K | Sell |
127
-219
| -63% | -$20.7K | 0.01% | 117 |
|
|
2022
Q1 | $47K | Sell |
346
-1,707
| -83% | -$232K | 0.03% | 103 |
|
|
2021
Q4 | $318K | Buy |
2,053
+1,480
| +258% | +$229K | 0.18% | 58 |
|
|
2021
Q3 | $97K | Hold |
573
| – | – | 0.07% | 90 |
|
|
2021
Q2 | $101K | Hold |
573
| – | – | 0.08% | 67 |
|
|
2021
Q1 | $106K | Sell |
573
-15
| -3% | -$2.78K | 0.14% | 40 |
|
|
2020
Q4 | $107K | Hold |
588
| – | – | 0.11% | 45 |
|
|
2020
Q3 | $73K | Buy |
588
+476
| +425% | +$59.1K | 0.08% | 55 |
|
|
2020
Q2 | $12K | Sell |
112
-35,954
| -100% | -$3.85M | 0.01% | 89 |
|
|
2020
Q1 | $3.48M | Buy |
36,066
+12,067
| +50% | +$1.17M | 4.57% | 7 |
|
|
2019
Q4 | $3.47M | Sell |
23,999
-1,832
| -7% | -$265K | 3.57% | 9 |
|
|
2019
Q3 | $3.37M | Buy |
25,831
+25,719
| +22,963% | +$3.35M | 3.76% | 7 |
|
|
2019
Q2 | $16K | Hold |
112
| – | – | 0.02% | 93 |
|
|
2019
Q1 | $12K | Hold |
112
| – | – | 0.01% | 99 |
|
|
2018
Q4 | $12K | Hold |
112
| – | – | 0.02% | 85 |
|
|
2018
Q3 | $13K | Hold |
112
| – | – | 0.01% | 110 |
|
|
2018
Q2 | $12K | Hold |
112
| – | – | 0.01% | 117 |
|
|
2018
Q1 | $11K | Hold |
112
| – | – | 0.01% | 87 |
|
|
2017
Q4 | $12K | Hold |
112
| – | – | 0.02% | 80 |
|
|
2017
Q3 | $11K | Hold |
112
| – | – | 0.01% | 78 |
|
|
2017
Q2 | $12K | Buy |
112
+54
| +93% | +$5.79K | 0.02% | 70 |
|
|
2017
Q1 | $7K | Hold |
58
| – | – | 0.01% | 80 |
|
|
2016
Q4 | $6K | Hold |
58
| – | – | 0.01% | 79 |
|
|
2016
Q3 | $5K | Hold |
58
| – | – | 0.01% | 77 |
|
|
2016
Q2 | $6K | Hold |
58
| – | – | 0.01% | 79 |
|
|
2016
Q1 | $6K | Hold |
58
| – | – | 0.01% | 80 |
|
|
2015
Q4 | $6K | Sell |
58
-18,526
| -100% | -$1.92M | 0.01% | 82 |
|
|
2015
Q3 | $1.9M | Buy |
18,584
+383
| +2% | +$39.1K | 3.13% | 7 |
|
|
2015
Q2 | $2.08M | Buy |
18,201
+330
| +2% | +$37.7K | 3.31% | 5 |
|
|
2015
Q1 | $1.87M | Buy |
17,871
+536
| +3% | +$56.2K | 3.18% | 7 |
|
|
2014
Q4 | $1.63M | Buy |
17,335
+1,000
| +6% | +$94.2K | 2.67% | 10 |
|
|
2014
Q3 | $1.45M | Buy |
16,335
+245
| +2% | +$21.8K | 2.56% | 8 |
|
|
2014
Q2 | $1.38M | Buy |
16,090
+396
| +3% | +$34K | 2.43% | 12 |
|
|
2014
Q1 | $1.26M | Buy |
15,694
+15,636
| +26,959% | +$1.25M | 2.66% | 15 |
|
|
2013
Q4 | $4K | Sell |
58
-46
| -44% | -$3.17K | 0.01% | 94 |
|
|
2013
Q3 | $7K | Buy |
104
+46
| +79% | +$3.1K | 0.02% | 121 |
|
|
2013
Q2 | $4K | Buy |
+58
| New | +$4K | 0.01% | 66 |
|