Kestra Advisory Services’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 | $21.2M | Sell |
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|
2025
Q1 | $17.6M | Sell |
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|
2024
Q4 | $21.6M | Sell |
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|
2024
Q3 | $19.3M | Sell |
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|
2024
Q2 | $20.7M | Buy |
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|
2024
Q1 | $23.8M | Buy |
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|
2023
Q4 | $16.3M | Sell |
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|
2023
Q3 | $15.3M | Sell |
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|
2023
Q2 | $19.9M | Buy |
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|
2023
Q1 | $21.4M | Sell |
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|
2022
Q4 | $22.6M | Sell |
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|
2022
Q3 | $27.4M | Buy |
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|
2022
Q2 | $24.7M | Sell |
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|
2022
Q1 | $35.9M | Sell |
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|
2021
Q4 | $42.9M | Buy |
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|
2021
Q3 | $43.8M | Sell |
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|
2021
Q2 | $47.3M | Buy |
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|
2021
Q1 | $48.9M | Sell |
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|
2020
Q4 | $53.6M | Buy |
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|
2020
Q3 | $27.7M | Buy |
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