KPP Advisory 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
Q2 | $1.95M | Buy |
15,730
+1,095
| +7% | +$136K | 0.32% | 72 |
|
|
2025
Q1 | $1.44M | Buy |
14,635
+2,524
| +21% | +$249K | 0.27% | 86 |
|
|
2024
Q4 | $1.35M | Sell |
12,111
-476
| -4% | -$53K | 0.32% | 74 |
|
|
2024
Q3 | $1.21M | Sell |
12,587
-1,418
| -10% | -$136K | 0.29% | 75 |
|
|
2024
Q2 | $1.39M | Sell |
14,005
-65
| -0.5% | -$6.45K | 0.37% | 61 |
|
|
2024
Q1 | $1.72M | Sell |
14,070
-99
| -0.7% | -$12.1K | 0.47% | 54 |
|
|
2023
Q4 | $1.28M | Buy |
14,169
+45
| +0.3% | +$4.06K | 1.12% | 21 |
|
|
2023
Q3 | $1.14M | Buy |
+14,124
| New | +$1.14M | 0.38% | 57 |
|