KG&L Capital Management’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 | $560K | Sell |
4,585
-421
| -8% | -$51.4K | 0.17% | 108 |
|
|
2025
Q1 | $491K | Sell |
5,006
-223
| -4% | -$21.9K | 0.16% | 123 |
|
|
2024
Q4 | $576K | Sell |
5,229
-2,294
| -30% | -$253K | 0.19% | 106 |
|
|
2024
Q3 | $721K | Buy |
7,523
+21
| +0.3% | +$2.01K | 0.23% | 92 |
|
|
2024
Q2 | $741K | Buy |
7,502
+1,469
| +24% | +$145K | 0.26% | 87 |
|
|
2024
Q1 | $730K | Buy |
6,033
+569
| +10% | +$68.9K | 0.29% | 70 |
|
|
2023
Q4 | $492K | Sell |
5,464
-609
| -10% | -$54.8K | 0.21% | 96 |
|
|
2023
Q3 | $492K | Sell |
6,073
-505
| -8% | -$40.9K | 0.24% | 85 |
|
|
2023
Q2 | $587K | Sell |
6,578
-1,832
| -22% | -$164K | 0.28% | 75 |
|
|
2023
Q1 | $842K | Buy |
8,410
+1,913
| +29% | +$192K | 0.44% | 51 |
|
|
2022
Q4 | $564K | Sell |
6,497
-1,361
| -17% | -$118K | 0.33% | 65 |
|
|
2022
Q3 | $741K | Sell |
7,858
-1,982
| -20% | -$187K | 0.42% | 60 |
|
|
2022
Q2 | $929K | Sell |
9,840
-4,287
| -30% | -$405K | 0.5% | 48 |
|
|
2022
Q1 | $1.94M | Buy |
14,127
+1,601
| +13% | +$220K | 0.81% | 32 |
|
|
2021
Q4 | $1.94M | Buy |
12,526
+3,392
| +37% | +$525K | 0.78% | 34 |
|
|
2021
Q3 | $1.55M | Buy |
9,134
+1,524
| +20% | +$258K | 0.68% | 42 |
|
|
2021
Q2 | $1.34M | Buy |
7,610
+3,932
| +107% | +$691K | 0.61% | 43 |
|
|
2021
Q1 | $679K | Sell |
3,678
-26
| -0.7% | -$4.8K | 0.34% | 65 |
|
|
2020
Q4 | $671K | Sell |
3,704
-6,536
| -64% | -$1.18M | 0.37% | 67 |
|
|
2020
Q3 | $1.27M | Buy |
10,240
+1,116
| +12% | +$138K | 0.8% | 34 |
|
|
2020
Q2 | $1.02M | Buy |
9,124
+1,235
| +16% | +$138K | 0.78% | 39 |
|
|
2020
Q1 | $762K | Buy |
7,889
+5,581
| +242% | +$539K | 0.76% | 37 |
|
|
2019
Q4 | $333K | Buy |
+2,308
| New | +$333K | 0.28% | 70 |
|