KWMG
King Wealth Management Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Buy |
3,984
+65
| +2% | +$8.06K | 0.07% | 100 |
|
|
2025
Q1 | $387K | Sell |
3,919
-96
| -2% | -$9.48K | 0.06% | 106 |
|
|
2024
Q4 | $447K | Sell |
4,015
-540
| -12% | -$60.1K | 0.07% | 96 |
|
|
2024
Q3 | $438K | Buy |
4,555
+1,400
| +44% | +$135K | 0.07% | 95 |
|
|
2024
Q2 | $313K | Hold |
3,155
| – | – | 0.05% | 111 |
|
|
2024
Q1 | $386K | Buy |
3,155
+196
| +7% | +$24K | 0.07% | 93 |
|
|
2023
Q4 | $267K | Sell |
2,959
-725
| -20% | -$65.4K | 0.05% | 114 |
|
|
2023
Q3 | $299K | Sell |
3,684
-2,652
| -42% | -$215K | 0.06% | 111 |
|
|
2023
Q2 | $566K | Sell |
6,336
-876
| -12% | -$78.3K | 0.11% | 73 |
|
|
2023
Q1 | $722K | Buy |
7,212
+342
| +5% | +$34.2K | 0.16% | 64 |
|
|
2022
Q4 | $597K | Sell |
6,870
-1,347
| -16% | -$117K | 0.14% | 73 |
|
|
2022
Q3 | $775K | Sell |
8,217
-674
| -8% | -$63.6K | 0.2% | 62 |
|
|
2022
Q2 | $839K | Sell |
8,891
-470
| -5% | -$44.4K | 0.2% | 61 |
|
|
2022
Q1 | $1.28M | Sell |
9,361
-339
| -3% | -$46.5K | 0.25% | 53 |
|
|
2021
Q4 | $1.5M | Buy |
9,700
+458
| +5% | +$70.9K | 0.28% | 51 |
|
|
2021
Q3 | $1.56M | Sell |
9,242
-84
| -0.9% | -$14.2K | 0.32% | 45 |
|
|
2021
Q2 | $1.64M | Buy |
9,326
+527
| +6% | +$92.6K | 0.34% | 45 |
|
|
2021
Q1 | $1.62M | Buy |
8,799
+462
| +6% | +$85.3K | 0.36% | 46 |
|
|
2020
Q4 | $1.51M | Sell |
8,337
-412
| -5% | -$74.6K | 0.35% | 48 |
|
|
2020
Q3 | $1.09M | Buy |
8,749
+515
| +6% | +$63.9K | 0.28% | 53 |
|
|
2020
Q2 | $918K | Buy |
8,234
+729
| +10% | +$81.3K | 0.27% | 58 |
|
|
2020
Q1 | $725K | Buy |
7,505
+5,242
| +232% | +$506K | 0.31% | 49 |
|
|
2019
Q4 | $327K | Sell |
2,263
-893
| -28% | -$129K | 0.09% | 108 |
|
|
2019
Q3 | $411K | Buy |
3,156
+188
| +6% | +$24.5K | 0.12% | 75 |
|
|
2019
Q2 | $414K | Buy |
2,968
+150
| +5% | +$20.9K | 0.12% | 79 |
|
|
2019
Q1 | $313K | Buy |
+2,818
| New | +$313K | 0.1% | 96 |
|
|
2018
Q4 | – | Sell |
-1,770
| Closed | -$207K | – | 132 |
|
|
2018
Q3 | $207K | Buy |
+1,770
| New | +$207K | 0.06% | 124 |
|
|
2018
Q1 | – | Sell |
-1,884
| Closed | -$202K | – | 130 |
|
|
2017
Q4 | $202K | Sell |
1,884
-425
| -18% | -$45.6K | 0.07% | 121 |
|
|
2017
Q3 | $228K | Sell |
2,309
-393
| -15% | -$38.8K | 0.08% | 112 |
|
|
2017
Q2 | $287K | Sell |
2,702
-100
| -4% | -$10.6K | 0.11% | 97 |
|
|
2017
Q1 | $318K | Buy |
2,802
+6
| +0.2% | +$681 | 0.13% | 88 |
|
|
2016
Q4 | $291K | Buy |
+2,796
| New | +$291K | 0.13% | 93 |
|
|
2016
Q3 | – | Sell |
-2,654
| Closed | -$260K | – | 121 |
|
|
2016
Q2 | $260K | Buy |
2,654
+188
| +8% | +$18.4K | 0.14% | 84 |
|
|
2016
Q1 | $245K | Sell |
2,466
-28,909
| -92% | -$2.87M | 0.13% | 89 |
|
|
2015
Q4 | $3.3M | Buy |
31,375
+557
| +2% | +$58.5K | 1.82% | 14 |
|
|
2015
Q3 | $3.15M | Sell |
30,818
-274
| -0.9% | -$28K | 1.94% | 14 |
|
|
2015
Q2 | $3.55M | Sell |
31,092
-26
| -0.1% | -$2.97K | 1.94% | 13 |
|
|
2015
Q1 | $3.26M | Buy |
31,118
+844
| +3% | +$88.5K | 1.88% | 15 |
|
|
2014
Q4 | $2.85M | Buy |
30,274
+1,103
| +4% | +$104K | 1.52% | 16 |
|
|
2014
Q3 | $2.6M | Buy |
+29,171
| New | +$2.6M | 1.63% | 17 |
|