L.M. Kohn & Company’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 | $827K | Sell |
6,672
-6,795
| -50% | -$843K | 0.22% | 91 |
|
|
2025
Q1 | $1.33M | Sell |
13,467
-2,477
| -16% | -$244K | 0.35% | 50 |
|
|
2024
Q4 | $1.78M | Sell |
15,944
-1,241
| -7% | -$138K | 0.46% | 41 |
|
|
2024
Q3 | $1.65M | Buy |
17,185
+589
| +4% | +$56.7K | 0.42% | 42 |
|
|
2024
Q2 | $1.65M | Sell |
16,596
-943
| -5% | -$93.6K | 0.45% | 39 |
|
|
2024
Q1 | $2.15M | Sell |
17,539
-156
| -0.9% | -$19.1K | 0.6% | 28 |
|
|
2023
Q4 | $1.6M | Buy |
17,695
+175
| +1% | +$15.8K | 0.51% | 39 |
|
|
2023
Q3 | $1.42M | Sell |
17,520
-144
| -0.8% | -$11.7K | 0.52% | 38 |
|
|
2023
Q2 | $1.58M | Buy |
17,664
+348
| +2% | +$31.1K | 0.6% | 32 |
|
|
2023
Q1 | $1.73M | Buy |
17,316
+781
| +5% | +$78.2K | 0.72% | 22 |
|
|
2022
Q4 | $1.44M | Buy |
16,535
+782
| +5% | +$67.9K | 0.67% | 30 |
|
|
2022
Q3 | $1.49M | Sell |
15,753
-391
| -2% | -$36.9K | 0.73% | 29 |
|
|
2022
Q2 | $1.52M | Buy |
16,144
+2,735
| +20% | +$258K | 0.71% | 29 |
|
|
2022
Q1 | $1.84M | Buy |
+13,409
| New | +$1.84M | 0.71% | 27 |
|