Kooman & Associates’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 | $478K | Sell |
3,855
-20
| -0.5% | -$2.48K | 0.16% | 29 |
|
|
2025
Q1 | $383K | Buy |
3,875
+89
| +2% | +$8.79K | 0.14% | 32 |
|
|
2024
Q4 | $422K | Buy |
3,786
+71
| +2% | +$7.91K | 0.15% | 32 |
|
|
2024
Q3 | $357K | Buy |
3,715
+29
| +0.8% | +$2.79K | 0.13% | 30 |
|
|
2024
Q2 | $366K | Buy |
3,686
+29
| +0.8% | +$2.88K | 0.15% | 32 |
|
|
2024
Q1 | $448K | Buy |
3,657
+113
| +3% | +$13.8K | 0.19% | 25 |
|
|
2023
Q4 | $320K | Buy |
3,544
+157
| +5% | +$14.2K | 0.14% | 31 |
|
|
2023
Q3 | $275K | Buy |
3,387
+37
| +1% | +$3K | 0.14% | 31 |
|
|
2023
Q2 | $299K | Buy |
3,350
+35
| +1% | +$3.13K | 0.15% | 30 |
|
|
2023
Q1 | $332K | Buy |
3,315
+182
| +6% | +$18.2K | 0.18% | 29 |
|
|
2022
Q4 | $272K | Buy |
+3,133
| New | +$272K | 0.27% | 31 |
|