Keystone Wealth Services’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 | $954K | Buy |
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|
2025
Q1 | $759K | Buy |
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|
2024
Q4 | $851K | Buy |
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|
2024
Q3 | $730K | Sell |
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|
2024
Q2 | $754K | Sell |
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|
2024
Q1 | $930K | Sell |
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|
2023
Q4 | $699K | Sell |
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|
2023
Q3 | $653K | Buy |
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|
2023
Q2 | $710K | Buy |
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|
2023
Q1 | $789K | Sell |
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|
2022
Q4 | $725K | Sell |
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|
2022
Q3 | $815K | Sell |
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|
2022
Q2 | $825K | Buy |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.37M | Buy |
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