WKWM
Walter & Keenan Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
8,501
-1,170
| -12% | -$145K | 0.31% | 72 |
|
|
2025
Q1 | $954K | Buy |
9,671
+309
| +3% | +$30.5K | 0.29% | 80 |
|
|
2024
Q4 | $1.04M | Sell |
9,362
-591
| -6% | -$65.8K | 0.32% | 75 |
|
|
2024
Q3 | $957K | Sell |
9,953
-20,522
| -67% | -$1.97M | 0.29% | 81 |
|
|
2024
Q2 | $3.03M | Sell |
30,475
-4
| -0% | -$397 | 0.96% | 32 |
|
|
2024
Q1 | $3.73M | Buy |
30,479
+700
| +2% | +$85.7K | 1.22% | 25 |
|
|
2023
Q4 | $2.69M | Sell |
29,779
-274
| -0.9% | -$24.7K | 0.96% | 35 |
|
|
2023
Q3 | $2.44M | Sell |
30,053
-2,721
| -8% | -$221K | 0.95% | 36 |
|
|
2023
Q2 | $2.93M | Sell |
32,774
-492
| -1% | -$43.9K | 1.08% | 29 |
|
|
2023
Q1 | $3.33M | Sell |
33,266
-1,702
| -5% | -$170K | 1.26% | 26 |
|
|
2022
Q4 | $3.04M | Sell |
34,968
-3,107
| -8% | -$270K | 1.19% | 28 |
|
|
2022
Q3 | $3.59M | Sell |
38,075
-219
| -0.6% | -$20.7K | 1.52% | 20 |
|
|
2022
Q2 | $3.62M | Buy |
38,294
+215
| +0.6% | +$20.3K | 1.43% | 21 |
|
|
2022
Q1 | $5.22M | Sell |
38,079
-9
| -0% | -$1.24K | 1.77% | 14 |
|
|
2021
Q4 | $5.9M | Buy |
38,088
+362
| +1% | +$56.1K | 1.92% | 14 |
|
|
2021
Q3 | $6.38M | Sell |
37,726
-61
| -0.2% | -$10.3K | 2.17% | 11 |
|
|
2021
Q2 | $6.64M | Sell |
37,787
-1,700
| -4% | -$299K | 2.29% | 10 |
|
|
2021
Q1 | $7.29M | Sell |
39,487
-1,733
| -4% | -$320K | 2.58% | 7 |
|
|
2020
Q4 | $7.47M | Sell |
41,220
-757
| -2% | -$137K | 2.7% | 5 |
|
|
2020
Q3 | $5.21M | Sell |
41,977
-828
| -2% | -$103K | 2.06% | 13 |
|
|
2020
Q2 | $4.77M | Buy |
42,805
+36,411
| +569% | +$4.06M | 1.94% | 14 |
|
|
2020
Q1 | $608K | Sell |
6,394
-31,918
| -83% | -$3.04M | 0.24% | 51 |
|
|
2019
Q4 | $5.54M | Sell |
38,312
-5,600
| -13% | -$810K | 2.13% | 11 |
|
|
2019
Q3 | $5.72M | Buy |
43,912
+5,600
| +15% | +$730K | 2.17% | 11 |
|
|
2019
Q2 | $5.35M | Buy |
38,312
+2,635
| +7% | +$368K | 2.36% | 11 |
|
|
2019
Q1 | $3.96M | Buy |
35,677
+4,197
| +13% | +$466K | 1.74% | 17 |
|
|
2018
Q4 | $3.45M | Sell |
31,480
-200
| -0.6% | -$21.9K | 1.55% | 19 |
|
|
2018
Q3 | $3.71K | Sell |
31,680
-997
| -3% | -$117 | 1.11% | 21 |
|
|
2018
Q2 | $3.43M | Buy |
32,677
+6,100
| +23% | +$639K | 1.47% | 21 |
|
|
2018
Q1 | $2.67M | Buy |
26,577
+1,003
| +4% | +$101K | 1.15% | 27 |
|
|
2017
Q4 | $2.75M | Buy |
25,574
+1,055
| +4% | +$113K | 1.15% | 26 |
|
|
2017
Q3 | $2.42M | Sell |
24,519
-200
| -0.8% | -$19.7K | 1.12% | 25 |
|
|
2017
Q2 | $2.63M | Buy |
24,719
+1,800
| +8% | +$191K | 1.32% | 20 |
|
|
2017
Q1 | $2.6M | Buy |
22,919
+3,500
| +18% | +$397K | 1.35% | 21 |
|
|
2016
Q4 | $2.02M | Buy |
19,419
+3,400
| +21% | +$354K | 1.08% | 29 |
|
|
2016
Q3 | $1.49M | Buy |
16,019
+6,083
| +61% | +$565K | 0.82% | 44 |
|
|
2016
Q2 | $972K | Buy |
9,936
+3,300
| +50% | +$323K | 0.54% | 52 |
|
|
2016
Q1 | $659K | Buy |
6,636
+1,400
| +27% | +$139K | 0.38% | 66 |
|
|
2015
Q4 | $550K | Buy |
5,236
+666
| +15% | +$70K | 0.32% | 71 |
|
|
2015
Q3 | $467K | Hold |
4,570
| – | – | 0.29% | 82 |
|
|
2015
Q2 | $522K | Hold |
4,570
| – | – | 0.3% | 82 |
|
|
2015
Q1 | $479K | Hold |
4,570
| – | – | 0.27% | 86 |
|
|
2014
Q4 | $430K | Hold |
4,570
| – | – | 0.24% | 91 |
|
|
2014
Q3 | $407K | Sell |
4,570
-12,500
| -73% | -$1.11M | 0.24% | 97 |
|
|
2014
Q2 | $1.46M | Hold |
17,070
| – | – | 0.77% | 45 |
|
|
2014
Q1 | $1.37M | Buy |
+17,070
| New | +$1.37M | 0.75% | 46 |
|