Key Client Fiduciary Advisors’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
Q3 | $723K | Sell |
|
|||||
|
2025
Q2 | $915K | Sell |
|
|||||
|
2025
Q1 | $838K | Sell |
|
|||||
|
2024
Q4 | $951K | Sell |
|
|||||
|
2024
Q3 | $873K | Sell |
|
|||||
|
2024
Q2 | $911K | Buy |
|
|||||
|
2024
Q1 | $996K | Buy |
|
|||||
|
2023
Q4 | $704K | Sell |
|
|||||
|
2023
Q3 | $660K | Sell |
|
|||||
|
2023
Q2 | $734K | Buy |
|
|||||
|
2023
Q1 | $805K | Sell |
|
|||||
|
2022
Q4 | $718K | Buy |
|
|||||
|
2022
Q3 | $610K | Buy |
|
|||||
|
2022
Q2 | $592K | Sell |
|
|||||
|
2022
Q1 | $869K | Buy |
|
|||||
|
2021
Q4 | $895K | Buy |
|