Kohmann Bosshard Financial Services’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,382
| Closed | -$154K | – | 415 |
|
|
2024
Q4 | $154K | Buy |
+1,382
| New | +$154K | 0.02% | 207 |
|
|
2022
Q2 | – | Sell |
-1,551
| Closed | -$213K | – | 138 |
|
|
2022
Q1 | $213K | Buy |
1,551
+226
| +17% | +$31K | 0.04% | 126 |
|
|
2021
Q4 | $205K | Buy |
1,325
+22
| +2% | +$3.4K | 0.04% | 109 |
|
|
2021
Q3 | $220K | Buy |
1,303
+27
| +2% | +$4.56K | 0.05% | 102 |
|
|
2021
Q2 | $224K | Hold |
1,276
| – | – | 0.05% | 99 |
|
|
2021
Q1 | $235K | Hold |
1,276
| – | – | 0.06% | 96 |
|
|
2020
Q4 | $231K | Buy |
+1,276
| New | +$231K | 0.07% | 92 |
|
|
2020
Q3 | – | Sell |
-1,263
| Closed | -$141K | – | 105 |
|
|
2020
Q2 | $141K | Buy |
1,263
+62
| +5% | +$6.92K | 0.05% | 106 |
|
|
2020
Q1 | $116K | Buy |
1,201
+350
| +41% | +$33.8K | 0.05% | 106 |
|
|
2019
Q4 | $123K | Hold |
851
| – | – | 0.05% | 104 |
|
|
2019
Q3 | $111K | Buy |
+851
| New | +$111K | 0.04% | 106 |
|