Keystone Financial Group (Kentucky)’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 | $3.74M | Buy |
32,302
+1,330
| +4% | +$154K | 0.34% | 61 |
|
|
2025
Q1 | $3.32M | Buy |
30,972
+1,157
| +4% | +$124K | 0.34% | 64 |
|
|
2024
Q4 | $3.28M | Buy |
29,815
+20,130
| +208% | +$2.21M | 0.32% | 63 |
|
|
2024
Q3 | $932K | Sell |
9,685
-10
| -0.1% | -$962 | 0.12% | 129 |
|
|
2024
Q2 | $963K | Buy |
9,695
+1,482
| +18% | +$147K | 0.34% | 49 |
|
|
2024
Q1 | $1M | Sell |
8,213
-301
| -4% | -$36.8K | 0.15% | 107 |
|
|
2023
Q4 | $769K | Sell |
8,514
-3,540
| -29% | -$320K | 0.13% | 120 |
|
|
2023
Q3 | $977K | Sell |
12,054
-4,478
| -27% | -$363K | 0.16% | 100 |
|
|
2023
Q2 | $1.48M | Buy |
+16,532
| New | +$1.48M | 0.25% | 76 |
|
|
2022
Q4 | $1.44M | Sell |
16,576
-1,102
| -6% | -$95.7K | 0.28% | 74 |
|
|
2022
Q3 | $1.67M | Buy |
17,678
+1,272
| +8% | +$120K | 0.34% | 68 |
|
|
2022
Q2 | $1.55M | Buy |
16,406
+33
| +0.2% | +$3.12K | 0.31% | 75 |
|
|
2022
Q1 | $2.25M | Buy |
16,373
+1,291
| +9% | +$177K | 0.38% | 59 |
|
|
2021
Q4 | $2.34M | Sell |
15,082
-997
| -6% | -$154K | 0.38% | 61 |
|
|
2021
Q3 | $2.72M | Sell |
16,079
-1,220
| -7% | -$206K | 0.49% | 44 |
|
|
2021
Q2 | $3.04M | Buy |
17,299
+80
| +0.5% | +$14.1K | 0.55% | 39 |
|
|
2021
Q1 | $3.18M | Buy |
17,219
+150
| +0.9% | +$27.7K | 0.62% | 39 |
|
|
2020
Q4 | $3.09M | Buy |
17,069
+4,087
| +31% | +$741K | 0.64% | 35 |
|
|
2020
Q3 | $1.61M | Buy |
12,982
+528
| +4% | +$65.5K | 0.4% | 59 |
|
|
2020
Q2 | $1.39M | Buy |
12,454
+166
| +1% | +$18.5K | 0.38% | 59 |
|
|
2020
Q1 | $1.19M | Buy |
12,288
+1,653
| +16% | +$160K | 0.39% | 60 |
|
|
2019
Q4 | $1.54M | Buy |
10,635
+204
| +2% | +$29.5K | 0.41% | 60 |
|
|
2019
Q3 | $1.36M | Sell |
10,431
-978
| -9% | -$127K | 0.42% | 58 |
|
|
2019
Q2 | $1.59M | Sell |
11,409
-574
| -5% | -$80.1K | 0.52% | 48 |
|
|
2019
Q1 | $1.33M | Buy |
11,983
+3,408
| +40% | +$378K | 0.47% | 56 |
|
|
2018
Q4 | $940K | Buy |
8,575
+724
| +9% | +$79.4K | 0.42% | 69 |
|
|
2018
Q3 | $913K | Buy |
7,851
+444
| +6% | +$51.6K | 0.37% | 74 |
|
|
2018
Q2 | $780K | Buy |
7,407
+538
| +8% | +$56.7K | 0.44% | 59 |
|
|
2018
Q1 | $678K | Buy |
6,869
+1,517
| +28% | +$150K | 0.38% | 63 |
|
|
2017
Q4 | $589K | Buy |
+5,352
| New | +$589K | 0.37% | 54 |
|