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Kestra Investment Management’s Walt Disney DIS Stock Holding History

Kestra Investment Management’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$658K Buy
5,765
+3,520
+157% +$402K 0.01% 339
2025
Q1 		$222K Sell
2,245
-310
-12% -$30.6K 0.01% 367
2024
Q4 		$285K Sell
2,555
-101
-4% -$11.2K 0.01% 309
2024
Q3 		$255K Buy
+2,656
New +$255K 0.01% 292