KPWS
Kestra Private Wealth Services’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.57M | Sell |
77,186
-2,133
| -3% | -$265K | 0.14% | 178 |
|
|
2025
Q1 | $7.83M | Sell |
79,319
-1,984
| -2% | -$196K | 0.13% | 178 |
|
|
2024
Q4 | $9.05M | Buy |
81,303
+11,448
| +16% | +$1.27M | 0.15% | 153 |
|
|
2024
Q3 | $6.72M | Sell |
69,855
-26,474
| -27% | -$2.55M | 0.12% | 183 |
|
|
2024
Q2 | $9.56M | Sell |
96,329
-10,310
| -10% | -$1.02M | 0.19% | 121 |
|
|
2024
Q1 | $13M | Sell |
106,639
-1,911
| -2% | -$234K | 0.29% | 78 |
|
|
2023
Q4 | $9.8M | Buy |
108,550
+6,986
| +7% | +$631K | 0.25% | 97 |
|
|
2023
Q3 | $8.23M | Buy |
101,564
+8,553
| +9% | +$693K | 0.26% | 95 |
|
|
2023
Q2 | $8.3M | Buy |
93,011
+3,875
| +4% | +$346K | 0.28% | 87 |
|
|
2023
Q1 | $8.93M | Buy |
89,136
+1,995
| +2% | +$200K | 0.36% | 72 |
|
|
2022
Q4 | $7.57M | Buy |
87,141
+5,508
| +7% | +$479K | 0.38% | 68 |
|
|
2022
Q3 | $7.7M | Buy |
81,633
+3,224
| +4% | +$304K | 0.45% | 46 |
|
|
2022
Q2 | $7.4M | Sell |
78,409
-5,488
| -7% | -$518K | 0.42% | 51 |
|
|
2022
Q1 | $11.5M | Sell |
83,897
-2,760
| -3% | -$379K | 0.57% | 29 |
|
|
2021
Q4 | $13.4M | Buy |
86,657
+4,887
| +6% | +$757K | 0.64% | 24 |
|
|
2021
Q3 | $13.8M | Buy |
81,770
+5,820
| +8% | +$985K | 0.77% | 14 |
|
|
2021
Q2 | $13.4M | Buy |
75,950
+12,091
| +19% | +$2.13M | 0.81% | 13 |
|
|
2021
Q1 | $11.8M | Sell |
63,859
-3,140
| -5% | -$579K | 0.82% | 14 |
|
|
2020
Q4 | $12.1M | Buy |
66,999
+1,459
| +2% | +$264K | 0.89% | 11 |
|
|
2020
Q3 | $8.08M | Buy |
+65,540
| New | +$8.08M | 0.7% | 23 |
|