KCFA
Key Client Fiduciary Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $915K | Sell |
7,375
-1,118
| -13% | -$139K | 0.37% | 59 |
|
|
2025
Q1 | $838K | Sell |
8,493
-45
| -0.5% | -$4.44K | 0.38% | 57 |
|
|
2024
Q4 | $951K | Sell |
8,538
-534
| -6% | -$59.5K | 0.42% | 54 |
|
|
2024
Q3 | $873K | Sell |
9,072
-103
| -1% | -$9.91K | 0.39% | 59 |
|
|
2024
Q2 | $911K | Buy |
9,175
+1,036
| +13% | +$103K | 0.45% | 53 |
|
|
2024
Q1 | $996K | Buy |
8,139
+339
| +4% | +$41.5K | 0.53% | 44 |
|
|
2023
Q4 | $704K | Sell |
7,800
-345
| -4% | -$31.2K | 0.41% | 54 |
|
|
2023
Q3 | $660K | Sell |
8,145
-77
| -0.9% | -$6.24K | 0.4% | 61 |
|
|
2023
Q2 | $734K | Buy |
8,222
+180
| +2% | +$16.1K | 0.43% | 51 |
|
|
2023
Q1 | $805K | Sell |
8,042
-218
| -3% | -$21.8K | 0.5% | 47 |
|
|
2022
Q4 | $718K | Buy |
8,260
+1,793
| +28% | +$156K | 0.48% | 47 |
|
|
2022
Q3 | $610K | Buy |
6,467
+200
| +3% | +$18.9K | 0.55% | 38 |
|
|
2022
Q2 | $592K | Sell |
6,267
-72
| -1% | -$6.8K | 0.58% | 38 |
|
|
2022
Q1 | $869K | Buy |
6,339
+561
| +10% | +$76.9K | 0.69% | 36 |
|
|
2021
Q4 | $895K | Buy |
+5,778
| New | +$895K | 0.74% | 36 |
|