KFP
KMG Fiduciary Partners’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.93M | Sell |
31,703
-27,404
| -46% | -$3.4M | 0.29% | 84 |
|
|
2025
Q1 | $5.83M | Buy |
59,107
+2,229
| +4% | +$220K | 0.48% | 57 |
|
|
2024
Q4 | $6.33M | Buy |
56,878
+1,453
| +3% | +$162K | 0.52% | 51 |
|
|
2024
Q3 | $5.33M | Buy |
55,425
+1,255
| +2% | +$121K | 0.46% | 58 |
|
|
2024
Q2 | $5.38M | Buy |
54,170
+1,156
| +2% | +$115K | 0.53% | 49 |
|
|
2024
Q1 | $6.49M | Buy |
53,014
+3,863
| +8% | +$473K | 0.67% | 39 |
|
|
2023
Q4 | $4.44M | Sell |
49,151
-313
| -0.6% | -$28.3K | 0.52% | 51 |
|
|
2023
Q3 | $4.01M | Sell |
49,464
-4,908
| -9% | -$398K | 0.53% | 49 |
|
|
2023
Q2 | $4.85M | Sell |
54,372
-28,015
| -34% | -$2.5M | 0.63% | 42 |
|
|
2023
Q1 | $8.25M | Buy |
82,387
+12,014
| +17% | +$1.2M | 1.18% | 19 |
|
|
2022
Q4 | $6.11M | Buy |
70,373
+1,118
| +2% | +$97.1K | 1% | 23 |
|
|
2022
Q3 | $6.53M | Buy |
69,255
+15,875
| +30% | +$1.5M | 1.26% | 16 |
|
|
2022
Q2 | $5.04M | Buy |
53,380
+1,461
| +3% | +$138K | 0.94% | 30 |
|
|
2022
Q1 | $7.12M | Buy |
51,919
+4,072
| +9% | +$558K | 1.14% | 21 |
|
|
2021
Q4 | $7.41M | Buy |
47,847
+7,693
| +19% | +$1.19M | 1.15% | 20 |
|
|
2021
Q3 | $6.79M | Buy |
40,154
+537
| +1% | +$90.8K | 1.16% | 21 |
|
|
2021
Q2 | $6.96M | Buy |
39,617
+632
| +2% | +$111K | 1.23% | 19 |
|
|
2021
Q1 | $7.19M | Sell |
38,985
-986
| -2% | -$182K | 1.4% | 17 |
|
|
2020
Q4 | $7.13M | Buy |
39,971
+653
| +2% | +$117K | 1.5% | 15 |
|
|
2020
Q3 | $4.88M | Buy |
39,318
+4,125
| +12% | +$512K | 1.21% | 24 |
|
|
2020
Q2 | $3.92M | Buy |
35,193
+906
| +3% | +$101K | 1.09% | 25 |
|
|
2020
Q1 | $3.31M | Buy |
34,287
+12,158
| +55% | +$1.17M | 1.08% | 31 |
|
|
2019
Q4 | $3.2M | Buy |
22,129
+3,334
| +18% | +$482K | 0.98% | 35 |
|
|
2019
Q3 | $2.45M | Buy |
18,795
+1,598
| +9% | +$208K | 0.83% | 36 |
|
|
2019
Q2 | $2.4M | Buy |
17,197
+3,443
| +25% | +$481K | 0.87% | 35 |
|
|
2019
Q1 | $1.53M | Buy |
13,754
+3,694
| +37% | +$410K | 0.58% | 39 |
|
|
2018
Q4 | $1.1M | Buy |
+10,060
| New | +$1.1M | 0.5% | 39 |
|