Keyes Stange & Wooten Wealth Management’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 | $677K | Hold |
5,457
| – | – | 0.35% | 33 |
|
|
2025
Q1 | $539K | Buy |
5,457
+2
| +0% | +$197 | 0.31% | 38 |
|
|
2024
Q4 | $607K | Buy |
5,455
+857
| +19% | +$95.4K | 0.36% | 36 |
|
|
2024
Q3 | $442K | Buy |
4,598
+3
| +0.1% | +$289 | 0.26% | 46 |
|
|
2024
Q2 | $456K | Hold |
4,595
| – | – | 0.32% | 44 |
|
|
2024
Q1 | $562K | Sell |
4,595
-577
| -11% | -$70.6K | 0.5% | 35 |
|
|
2023
Q4 | $467K | Buy |
+5,172
| New | +$467K | 0.5% | 34 |
|