Keynote Financial Services’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 | $965K | Sell |
7,784
-1,050
| -12% | -$130K | 0.65% | 49 |
|
|
2025
Q1 | $872K | Sell |
8,834
-20
| -0.2% | -$1.97K | 0.62% | 48 |
|
|
2024
Q4 | $986K | Sell |
8,854
-266
| -3% | -$29.6K | 0.76% | 40 |
|
|
2024
Q3 | $877K | Buy |
9,120
+373
| +4% | +$35.9K | 0.67% | 45 |
|
|
2024
Q2 | $868K | Hold |
8,747
| – | – | 0.73% | 43 |
|
|
2024
Q1 | $1.07M | Buy |
+8,747
| New | +$1.07M | 0.9% | 33 |
|