Key Financial Inc’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
$977K Sell
2025
Q1
$960K Sell
2024
Q4
$1.61M Sell
2024
Q3
$1.86M Sell
2024
Q2
$2.39M Sell
2024
Q1
$3.52M Sell
2023
Q4
$3.02M Sell
2023
Q3
$3.09M Sell
2023
Q2
$3.84M Sell
2023
Q1
$4.77M Buy
2022
Q4
$4.48M Hold
2022
Q3
$4.47M Buy
2022
Q2
$4.54M Buy
2022
Q1
$6.43M Sell
2021
Q4
$7.29M Sell
2021
Q3
$7.98M Sell
2021
Q2
$8.32M Buy
2021
Q1
$8.72M Buy
2020
Q4
$8.52M Sell
2020
Q3
$6.13M Sell
2020
Q2
$5.53M Sell
2020
Q1
$7.53M Sell
2019
Q4
$21.3M Buy