Lake Point Wealth Management’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$9K Hold
2022
Q1
$13K Hold
2021
Q4
$15K Hold
2021
Q3
$16K Sell
2021
Q2
$18K Buy
2020
Q1
$7K Sell
2019
Q4
$32K Buy
2019
Q2
$111K Hold
2019
Q1
$111K Sell
2018
Q4
$136K Buy