Alan B. Lancz & Associates’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 | $1.25M | Sell |
10,083
-800
| -7% | -$99.2K | 1.25% | 17 |
|
|
2025
Q1 | $1.07M | Sell |
10,883
-200
| -2% | -$19.7K | 1.14% | 19 |
|
|
2024
Q4 | $1.23M | Sell |
11,083
-2,800
| -20% | -$312K | 1.25% | 17 |
|
|
2024
Q3 | $1.34M | Hold |
13,883
| – | – | 1.22% | 17 |
|
|
2024
Q2 | $1.38M | Buy |
+13,883
| New | +$1.38M | 1.36% | 16 |
|
|
2023
Q4 | $1.51M | Sell |
16,748
-80
| -0.5% | -$7.22K | 1.59% | 14 |
|
|
2023
Q3 | $1.36M | Sell |
16,828
-700
| -4% | -$56.7K | 1.55% | 16 |
|
|
2023
Q2 | $1.56M | Sell |
17,528
-1,931
| -10% | -$172K | 1.67% | 13 |
|
|
2023
Q1 | $1.95M | Sell |
19,459
-85
| -0.4% | -$8.51K | 2.02% | 8 |
|
|
2022
Q4 | $1.94M | Hold |
19,544
| – | – | 1.96% | 8 |
|
|
2022
Q3 | $1.84M | Hold |
19,544
| – | – | 2.19% | 8 |
|
|
2022
Q2 | $2.07M | Sell |
19,544
-2,370
| -11% | -$252K | 2.05% | 8 |
|
|
2022
Q1 | $3.01M | Buy |
21,914
+2,200
| +11% | +$302K | 2.66% | 6 |
|
|
2021
Q4 | $3.05M | Buy |
+19,714
| New | +$3.05M | 2.67% | 7 |
|