Keudell/Morrison Wealth 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
Q2 | $508K | Buy |
|
|||||
|
2025
Q1 | $363K | Buy |
|
|||||
|
2024
Q4 | $302K | Sell |
|
|||||
|
2024
Q3 | $291K | Sell |
|
|||||
|
2024
Q2 | $301K | Buy |
|
|||||
|
2024
Q1 | $367K | Buy |
|
|||||
|
2023
Q4 | $253K | Sell |
|
|||||
|
2023
Q3 | $249K | Sell |
|
|||||
|
2023
Q2 | $276K | Sell |
|
|||||
|
2023
Q1 | $324K | Sell |
|
|||||
|
2022
Q4 | $281K | Sell |
|
|||||
|
2022
Q3 | $380K | Sell |
|
|||||
|
2022
Q2 | $383K | Sell |
|
|||||
|
2022
Q1 | $600K | Buy |
|
|||||
|
2021
Q4 | $616K | Buy |
|
|||||
|
2021
Q3 | $629K | Sell |
|
|||||
|
2021
Q2 | $660K | Sell |
|
|||||
|
2021
Q1 | $711K | Sell |
|
|||||
|
2020
Q4 | $793K | Sell |
|
|||||
|
2020
Q3 | $546K | Sell |
|
|||||
|
2020
Q2 | $538K | Sell |
|
|||||
|
2020
Q1 | $528K | Buy |
|
|||||
|
2019
Q4 | $735K | Sell |
|
|||||
|
2019
Q3 | $666K | Buy |
|
|||||
|
2019
Q2 | $658K | Buy |
|
|||||
|
2019
Q1 | $531K | Buy |
|