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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $666K | Buy |
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|
2025
Q2 | $690K | Sell |
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|
2025
Q1 | $599K | Sell |
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|
2024
Q4 | $782K | Sell |
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|
2024
Q3 | $730K | Sell |
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|
2024
Q2 | $820K | Sell |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $942K | Sell |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.2M | Sell |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $898K | Sell |
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|
2022
Q1 | $1.37M | Buy |
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|
2021
Q4 | $1.44M | Sell |
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|
2021
Q3 | $1.63M | Buy |
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|
2021
Q2 | $1.69M | Sell |
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|
2021
Q1 | $1.94M | Buy |
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|
2020
Q4 | $1.86M | Buy |
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|
2020
Q3 | $1.21M | Sell |
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|
2020
Q2 | $1.14M | Buy |
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|
2020
Q1 | $881K | Sell |
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|
2019
Q4 | $1.32M | Buy |
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|
2019
Q3 | $1.17M | Buy |
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|
2019
Q2 | $1.2M | Sell |
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|
2019
Q1 | $4.49K | Buy |
|