KWS
Keystone Wealth Services’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $954K | Buy |
7,693
+3
| +0% | +$372 | 0.23% | 105 |
|
|
2025
Q1 | $759K | Buy |
7,690
+51
| +0.7% | +$5.03K | 0.21% | 113 |
|
|
2024
Q4 | $851K | Buy |
7,639
+48
| +0.6% | +$5.35K | 0.23% | 104 |
|
|
2024
Q3 | $730K | Sell |
7,591
-7
| -0.1% | -$673 | 0.2% | 108 |
|
|
2024
Q2 | $754K | Sell |
7,598
-2
| -0% | -$199 | 0.23% | 100 |
|
|
2024
Q1 | $930K | Sell |
7,600
-145
| -2% | -$17.7K | 0.3% | 84 |
|
|
2023
Q4 | $699K | Sell |
7,745
-310
| -4% | -$28K | 0.24% | 95 |
|
|
2023
Q3 | $653K | Buy |
8,055
+103
| +1% | +$8.35K | 0.25% | 91 |
|
|
2023
Q2 | $710K | Buy |
7,952
+72
| +0.9% | +$6.43K | 0.27% | 85 |
|
|
2023
Q1 | $789K | Sell |
7,880
-469
| -6% | -$47K | 0.32% | 77 |
|
|
2022
Q4 | $725K | Sell |
8,349
-293
| -3% | -$25.5K | 0.32% | 71 |
|
|
2022
Q3 | $815K | Sell |
8,642
-102
| -1% | -$9.62K | 0.38% | 56 |
|
|
2022
Q2 | $825K | Buy |
8,744
+73
| +0.8% | +$6.89K | 0.37% | 60 |
|
|
2022
Q1 | $1.19M | Sell |
8,671
-200
| -2% | -$27.4K | 0.47% | 54 |
|
|
2021
Q4 | $1.37M | Buy |
+8,871
| New | +$1.37M | 0.56% | 44 |
|