KPWG
KFA Private Wealth Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,691
| Closed | -$329K | – | 84 |
|
|
2024
Q1 | $329K | Buy |
2,691
+106
| +4% | +$13K | 0.1% | 81 |
|
|
2023
Q4 | $233K | Sell |
2,585
-29
| -1% | -$2.62K | 0.08% | 77 |
|
|
2023
Q3 | $212K | Sell |
2,614
-218
| -8% | -$17.7K | 0.09% | 76 |
|
|
2023
Q2 | $253K | Buy |
2,832
+143
| +5% | +$12.8K | 0.1% | 70 |
|
|
2023
Q1 | $269K | Sell |
2,689
-405
| -13% | -$40.5K | 0.12% | 67 |
|
|
2022
Q4 | $269K | Buy |
3,094
+524
| +20% | +$45.5K | 0.14% | 55 |
|
|
2022
Q3 | $242K | Hold |
2,570
| – | – | 0.13% | 59 |
|
|
2022
Q2 | $243K | Hold |
2,570
| – | – | 0.13% | 59 |
|
|
2022
Q1 | $352K | Buy |
2,570
+15
| +0.6% | +$2.05K | 0.18% | 50 |
|
|
2021
Q4 | $396K | Buy |
2,555
+989
| +63% | +$153K | 0.2% | 49 |
|
|
2021
Q3 | $265K | Sell |
1,566
-62
| -4% | -$10.5K | 0.15% | 64 |
|
|
2021
Q2 | $286K | Sell |
1,628
-351
| -18% | -$61.7K | 0.16% | 59 |
|
|
2021
Q1 | $365K | Buy |
1,979
+237
| +14% | +$43.7K | 0.21% | 48 |
|
|
2020
Q4 | $316K | Sell |
1,742
-118
| -6% | -$21.4K | 0.2% | 53 |
|
|
2020
Q3 | $231K | Sell |
1,860
-160
| -8% | -$19.9K | 0.17% | 57 |
|
|
2020
Q2 | $225K | Sell |
2,020
-55
| -3% | -$6.13K | 0.22% | 45 |
|
|
2020
Q1 | $200K | Buy |
+2,075
| New | +$200K | 0.24% | 50 |
|