Kingsview Wealth 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 | $5.08M | Buy |
40,988
+774
| +2% | +$96K | 0.09% | 242 |
|
|
2025
Q1 | $3.97M | Sell |
40,214
-749
| -2% | -$73.9K | 0.07% | 252 |
|
|
2024
Q4 | $4.56M | Sell |
40,963
-72,067
| -64% | -$8.02M | 0.09% | 216 |
|
|
2024
Q3 | $10.9M | Buy |
113,030
+13,829
| +14% | +$1.33M | 0.23% | 82 |
|
|
2024
Q2 | $9.85M | Buy |
99,201
+9,286
| +10% | +$922K | 0.23% | 87 |
|
|
2024
Q1 | $11M | Buy |
89,915
+45,991
| +105% | +$5.63M | 0.28% | 72 |
|
|
2023
Q4 | $3.97M | Sell |
43,924
-161,103
| -79% | -$14.5M | 0.12% | 172 |
|
|
2023
Q3 | $16.6M | Buy |
205,027
+46,815
| +30% | +$3.79M | 0.6% | 28 |
|
|
2023
Q2 | $14.1M | Buy |
158,212
+16,218
| +11% | +$1.45M | 0.55% | 32 |
|
|
2023
Q1 | $14.2M | Buy |
141,994
+6,285
| +5% | +$629K | 0.6% | 31 |
|
|
2022
Q4 | $11.8M | Buy |
135,709
+66,100
| +95% | +$5.74M | 0.51% | 37 |
|
|
2022
Q3 | $6.57M | Sell |
69,609
-41,658
| -37% | -$3.93M | 0.31% | 76 |
|
|
2022
Q2 | $10.5M | Buy |
111,267
+55,557
| +100% | +$5.24M | 0.5% | 40 |
|
|
2022
Q1 | $7.64M | Sell |
55,710
-49,390
| -47% | -$6.77M | 0.34% | 69 |
|
|
2021
Q4 | $16.3M | Buy |
105,100
+8,995
| +9% | +$1.39M | 0.68% | 22 |
|
|
2021
Q3 | $16.3M | Buy |
96,105
+7,101
| +8% | +$1.2M | 0.77% | 23 |
|
|
2021
Q2 | $15.8M | Buy |
89,004
+39,472
| +80% | +$7M | 0.78% | 22 |
|
|
2021
Q1 | $9.35M | Buy |
49,532
+5,386
| +12% | +$1.02M | 0.53% | 34 |
|
|
2020
Q4 | $8M | Buy |
44,146
+781
| +2% | +$142K | 0.58% | 35 |
|
|
2020
Q3 | $5.38M | Buy |
43,365
+62
| +0.1% | +$7.69K | 0.48% | 44 |
|
|
2020
Q2 | $4.83M | Buy |
43,303
+4,744
| +12% | +$529K | 0.48% | 45 |
|
|
2020
Q1 | $3.73M | Buy |
38,559
+10,275
| +36% | +$993K | 0.5% | 55 |
|
|
2019
Q4 | $4.09M | Buy |
28,284
+6,920
| +32% | +$1M | 0.51% | 53 |
|
|
2019
Q3 | $2.78M | Buy |
21,364
+3,733
| +21% | +$486K | 0.44% | 65 |
|
|
2019
Q2 | $2.46M | Sell |
17,631
-723
| -4% | -$101K | 0.41% | 64 |
|
|
2019
Q1 | $2.04M | Buy |
18,354
+2,492
| +16% | +$277K | 0.31% | 93 |
|
|
2018
Q4 | $1.74M | Buy |
15,862
+1,409
| +10% | +$154K | 0.38% | 79 |
|
|
2018
Q3 | $1.69M | Buy |
14,453
+4,302
| +42% | +$503K | 0.34% | 91 |
|
|
2018
Q2 | $1.06M | Buy |
10,151
+120
| +1% | +$12.6K | 0.25% | 118 |
|
|
2018
Q1 | $1.01M | Sell |
10,031
-2,637
| -21% | -$265K | 0.25% | 119 |
|
|
2017
Q4 | $1.36M | Buy |
12,668
+159
| +1% | +$17.1K | 0.49% | 52 |
|
|
2017
Q3 | $1.23M | Buy |
12,509
+1,507
| +14% | +$149K | 0.54% | 50 |
|
|
2017
Q2 | $1.17M | Buy |
11,002
+346
| +3% | +$36.8K | 0.6% | 48 |
|
|
2017
Q1 | $1.21M | Buy |
+10,656
| New | +$1.21M | 0.72% | 36 |
|