Kozak & Associates’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$178K Hold
2025
Q1
$125K Sell
2024
Q4
$178K Sell
2024
Q3
$184K Sell
2024
Q2
$200K Sell
2024
Q1
$223K Sell
2023
Q4
$222K Sell
2023
Q3
$529K Sell
2023
Q2
$788K Sell
2023
Q1
$924K Hold
2022
Q4
$802K Sell
2022
Q3
$860K Sell
2022
Q2
$1.05M Buy
2022
Q1
$1.31M Hold
2021
Q4
$1.31M Buy
2021
Q3
$1.38M Buy
2020
Q4
$1.19M Buy