Key Financial Inc’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $977K | Sell |
7,878
-1,850
| -19% | -$229K | 0.2% | 98 |
|
|
2025
Q1 | $960K | Sell |
9,728
-4,687
| -33% | -$463K | 0.21% | 85 |
|
|
2024
Q4 | $1.61M | Sell |
14,415
-4,871
| -25% | -$542K | 0.36% | 56 |
|
|
2024
Q3 | $1.86M | Sell |
19,286
-4,793
| -20% | -$461K | 0.41% | 49 |
|
|
2024
Q2 | $2.39M | Sell |
24,079
-4,700
| -16% | -$467K | 0.57% | 38 |
|
|
2024
Q1 | $3.52M | Sell |
28,779
-4,699
| -14% | -$575K | 0.9% | 24 |
|
|
2023
Q4 | $3.02M | Sell |
33,478
-4,707
| -12% | -$425K | 0.83% | 27 |
|
|
2023
Q3 | $3.09M | Sell |
38,185
-4,851
| -11% | -$393K | 1.04% | 18 |
|
|
2023
Q2 | $3.84M | Sell |
43,036
-4,583
| -10% | -$409K | 1.27% | 17 |
|
|
2023
Q1 | $4.77M | Buy |
47,619
+176
| +0.4% | +$17.6K | 1.74% | 9 |
|
|
2022
Q4 | $4.48M | Hold |
47,443
| – | – | 2.11% | 9 |
|
|
2022
Q3 | $4.48M | Buy |
47,443
+182
| +0.4% | +$17.2K | 2.1% | 9 |
|
|
2022
Q2 | $4.54M | Buy |
47,261
+351
| +0.7% | +$33.7K | 2.46% | 6 |
|
|
2022
Q1 | $6.43M | Sell |
46,910
-170
| -0.4% | -$23.3K | 3.2% | 5 |
|
|
2021
Q4 | $7.29M | Sell |
47,080
-72
| -0.2% | -$11.2K | 3.65% | 5 |
|
|
2021
Q3 | $7.98M | Sell |
47,152
-100
| -0.2% | -$16.9K | 4.51% | 2 |
|
|
2021
Q2 | $8.32M | Buy |
47,252
+14
| +0% | +$2.46K | 4.65% | 2 |
|
|
2021
Q1 | $8.72M | Buy |
47,238
+190
| +0.4% | +$35.1K | 5.75% | 2 |
|
|
2020
Q4 | $8.52M | Sell |
47,048
-2,350
| -5% | -$426K | 6.34% | 2 |
|
|
2020
Q3 | $6.13M | Sell |
49,398
-200
| -0.4% | -$24.8K | 6.29% | 2 |
|
|
2020
Q2 | $5.53M | Sell |
49,598
-25,837
| -34% | -$2.88M | 6.34% | 2 |
|
|
2020
Q1 | $7.53M | Sell |
75,435
-71,824
| -49% | -$7.17M | 7.72% | 2 |
|
|
2019
Q4 | $21.3M | Buy |
+147,259
| New | +$21.3M | 19.98% | 1 |
|