Kingswood Wealth Advisors’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 | $1.44M | Sell |
11,610
-1,372
| -11% | -$170K | 0.11% | 192 |
|
|
2025
Q1 | $1.28M | Sell |
12,982
-2,075
| -14% | -$205K | 0.12% | 206 |
|
|
2024
Q4 | $1.68M | Sell |
15,057
-5,676
| -27% | -$632K | 0.13% | 172 |
|
|
2024
Q3 | $1.99M | Buy |
20,733
+3,395
| +20% | +$326K | 0.14% | 166 |
|
|
2024
Q2 | $1.72M | Buy |
17,338
+2,077
| +14% | +$206K | 0.16% | 132 |
|
|
2024
Q1 | $1.87M | Sell |
15,261
-1,844
| -11% | -$226K | 0.22% | 117 |
|
|
2023
Q4 | $1.54M | Buy |
17,105
+12,291
| +255% | +$1.11M | 0.18% | 134 |
|
|
2023
Q3 | $861K | Sell |
4,814
-2,060
| -30% | -$368K | 0.15% | 163 |
|
|
2023
Q2 | $614K | Buy |
+6,874
| New | +$614K | 0.2% | 114 |
|