Joseph P. Lucia & 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
2026 Q1	$405K	Sell	4,206 -919	-18%	-$97.1K	0.14%	117
2025 Q4	$583K	Sell	5,125 -695	-12%	-$76.5K	0.21%	95
2025 Q3	$666K	Buy	5,820 +254	+5%	+$29.9K	0.25%	85
2025 Q2	$690K	Sell	5,566 -498	-8%	-$51.7K	0.28%	79
2025 Q1	$599K	Sell	6,064 -957	-14%	-$103K	0.27%	77
2024 Q4	$782K	Sell	7,021 -567	-7%	-$59.6K	0.35%	68
2024 Q3	$730K	Sell	7,588 -666	-8%	-$61.3K	0.34%	71
2024 Q2	$820K	Sell	8,254 -661	-7%	-$71.2K	0.42%	62
2024 Q1	$1.09M	Sell	8,915 -2,622	-23%	-$274K	0.58%	52
2023 Q4	$1.04M	Sell	11,537 -80	-0.7%	-$7.05K	0.65%	47
2023 Q3	$942K	Sell	11,617 -248	-2%	-$21.2K	0.66%	46
2023 Q2	$1.06M	Sell	11,865 -155	-1%	-$14.7K	0.71%	44
2023 Q1	$1.2M	Sell	12,020 -136	-1%	-$13.7K	0.84%	39
2022 Q4	$1.06M	Buy	12,156 +1,091	+10%	+$104K	0.79%	39
2022 Q3	$1.04M	Buy	11,065 +1,551	+16%	+$166K	0.82%	39
2022 Q2	$898K	Sell	9,514 -505	-5%	-$56.1K	0.63%	45
2022 Q1	$1.37M	Buy	10,019 +714	+8%	+$103K	0.84%	38
2021 Q4	$1.44M	Sell	9,305 -316	-3%	-$51K	0.92%	39
2021 Q3	$1.63M	Buy	9,621 +14	+0.1%	+$2.5K	0.96%	34
2021 Q2	$1.69M	Sell	9,607 -896	-9%	-$161K	1.01%	34
2021 Q1	$1.94M	Buy	10,503 +238	+2%	+$43.9K	0.86%	26
2020 Q4	$1.86M	Buy	10,265 +495	+5%	+$71K	1.3%	22
2020 Q3	$1.21M	Sell	9,770 -415	-4%	-$51.9K	1.13%	34
2020 Q2	$1.14M	Buy	10,185 +1,061	+12%	+$117K	1.02%	34
2020 Q1	$881K	Sell	9,124 -34	-0.4%	-$4.3K	0.98%	33
2019 Q4	$1.32M	Buy	9,158 +162	+2%	+$22.6K	1.2%	30
2019 Q3	$1.17M	Buy	8,996 +396	+5%	+$54.8K	1.21%	27
2019 Q2	$1.2M	Sell	8,600 -507,326	-98%	-$67.3M	1.26%	24
2019 Q1	$4.49K	Buy	+515,926	New	+$57.7M	0.33%	57