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 |
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|
2025
Q1 | $125K | Sell |
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|
2024
Q4 | $178K | Sell |
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|
2024
Q3 | $184K | Sell |
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|
2024
Q2 | $200K | Sell |
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|
2024
Q1 | $223K | Sell |
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|
2023
Q4 | $222K | Sell |
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|
2023
Q3 | $529K | Sell |
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|
2023
Q2 | $788K | Sell |
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|
2023
Q1 | $924K | Hold |
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|
2022
Q4 | $802K | Sell |
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|
2022
Q3 | $860K | Sell |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.31M | Hold |
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|
2021
Q4 | $1.31M | Buy |
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|
2021
Q3 | $1.38M | Buy |
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|
2020
Q4 | $1.19M | Buy |
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