KMWM
Keudell/Morrison Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Buy |
4,094
+415
| +11% | +$51.5K | 0.11% | 119 |
|
|
2025
Q1 | $363K | Buy |
3,679
+963
| +35% | +$95K | 0.09% | 142 |
|
|
2024
Q4 | $302K | Sell |
2,716
-307
| -10% | -$34.2K | 0.08% | 159 |
|
|
2024
Q3 | $291K | Sell |
3,023
-8
| -0.3% | -$770 | 0.08% | 167 |
|
|
2024
Q2 | $301K | Buy |
3,031
+36
| +1% | +$3.58K | 0.09% | 156 |
|
|
2024
Q1 | $367K | Buy |
2,995
+188
| +7% | +$23K | 0.11% | 140 |
|
|
2023
Q4 | $253K | Sell |
2,807
-265
| -9% | -$23.9K | 0.08% | 168 |
|
|
2023
Q3 | $249K | Sell |
3,072
-20
| -0.6% | -$1.62K | 0.08% | 156 |
|
|
2023
Q2 | $276K | Sell |
3,092
-145
| -4% | -$12.9K | 0.08% | 154 |
|
|
2023
Q1 | $324K | Sell |
3,237
-3
| -0.1% | -$300 | 0.1% | 136 |
|
|
2022
Q4 | $281K | Sell |
3,240
-785
| -20% | -$68.2K | 0.09% | 145 |
|
|
2022
Q3 | $380K | Sell |
4,025
-30
| -0.7% | -$2.83K | 0.14% | 111 |
|
|
2022
Q2 | $383K | Sell |
4,055
-318
| -7% | -$30K | 0.14% | 112 |
|
|
2022
Q1 | $600K | Buy |
4,373
+395
| +10% | +$54.2K | 0.25% | 88 |
|
|
2021
Q4 | $616K | Buy |
3,978
+258
| +7% | +$40K | 0.24% | 84 |
|
|
2021
Q3 | $629K | Sell |
3,720
-37
| -1% | -$6.26K | 0.27% | 84 |
|
|
2021
Q2 | $660K | Sell |
3,757
-97
| -3% | -$17K | 0.36% | 80 |
|
|
2021
Q1 | $711K | Sell |
3,854
-521
| -12% | -$96.1K | 0.41% | 75 |
|
|
2020
Q4 | $793K | Sell |
4,375
-23
| -0.5% | -$4.17K | 0.5% | 65 |
|
|
2020
Q3 | $546K | Sell |
4,398
-430
| -9% | -$53.4K | 0.35% | 78 |
|
|
2020
Q2 | $538K | Sell |
4,828
-639
| -12% | -$71.2K | 0.45% | 75 |
|
|
2020
Q1 | $528K | Buy |
5,467
+383
| +8% | +$37K | 0.52% | 69 |
|
|
2019
Q4 | $735K | Sell |
5,084
-25
| -0.5% | -$3.61K | 0.51% | 64 |
|
|
2019
Q3 | $666K | Buy |
5,109
+228
| +5% | +$29.7K | 0.55% | 63 |
|
|
2019
Q2 | $658K | Buy |
4,881
+98
| +2% | +$13.2K | 0.58% | 60 |
|
|
2019
Q1 | $531K | Buy |
+4,783
| New | +$531K | 0.47% | 73 |
|