Kestra Investment Management’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
Q4
Sell
2025
Q3
$360K Sell
2025
Q2
$658K Buy
2025
Q1
$222K Sell
2024
Q4
$285K Sell
2024
Q3
$255K Buy