Lake Street Advisors Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.89M | Sell |
16,880
-128
| -0.8% | -$14.3K | 0.09% | 142 |
|
|
2024
Q3 | $1.64M | Sell |
17,008
-1,180
| -6% | -$114K | 0.08% | 153 |
|
|
2024
Q2 | $1.81M | Sell |
18,188
-1,184
| -6% | -$118K | 0.09% | 141 |
|
|
2024
Q1 | $2.37M | Buy |
19,372
+595
| +3% | +$72.8K | 0.11% | 123 |
|
|
2023
Q4 | $1.7M | Buy |
18,777
+2,860
| +18% | +$259K | 0.09% | 155 |
|
|
2023
Q3 | $1.29M | Sell |
15,917
-1,566
| -9% | -$127K | 0.08% | 146 |
|
|
2023
Q2 | $1.56M | Sell |
17,483
-2,382
| -12% | -$213K | 0.09% | 142 |
|
|
2023
Q1 | $1.99M | Sell |
19,865
-1,642
| -8% | -$164K | 0.12% | 113 |
|
|
2022
Q4 | $1.87M | Sell |
21,507
-1,116
| -5% | -$97K | 0.12% | 111 |
|
|
2022
Q3 | $2.13M | Buy |
22,623
+2,228
| +11% | +$210K | 0.15% | 96 |
|
|
2022
Q2 | $1.93M | Sell |
20,395
-1,807
| -8% | -$171K | 0.14% | 99 |
|
|
2022
Q1 | $3.05M | Buy |
22,202
+4,404
| +25% | +$604K | 0.19% | 78 |
|
|
2021
Q4 | $2.76M | Buy |
+17,798
| New | +$2.76M | 0.17% | 83 |
|
|
2021
Q3 | – | Sell |
-9,935
| Closed | -$1.78M | – | 283 |
|
|
2021
Q2 | $1.78M | Buy |
9,935
+59
| +0.6% | +$10.6K | 0.13% | 73 |
|
|
2021
Q1 | $1.82M | Sell |
9,876
-922
| -9% | -$170K | 0.15% | 62 |
|
|
2020
Q4 | $1.96M | Buy |
10,798
+370
| +4% | +$67K | 0.16% | 64 |
|
|
2020
Q3 | $1.29M | Sell |
10,428
-146
| -1% | -$18.1K | 0.12% | 73 |
|
|
2020
Q2 | $1.18M | Buy |
10,574
+1,613
| +18% | +$180K | 0.12% | 74 |
|
|
2020
Q1 | $866K | Buy |
8,961
+751
| +9% | +$72.6K | 0.11% | 76 |
|
|
2019
Q4 | $1.19M | Buy |
8,210
+1,148
| +16% | +$166K | 0.12% | 63 |
|
|
2019
Q3 | $902K | Buy |
7,062
+151
| +2% | +$19.3K | 0.1% | 65 |
|
|
2019
Q2 | $965K | Buy |
6,911
+441
| +7% | +$61.6K | 0.1% | 61 |
|
|
2019
Q1 | $718K | Buy |
6,470
+946
| +17% | +$105K | 0.08% | 73 |
|
|
2018
Q4 | $606K | Buy |
5,524
+506
| +10% | +$55.5K | 0.07% | 78 |
|
|
2018
Q3 | $587K | Sell |
5,018
-3,671
| -42% | -$429K | 0.07% | 80 |
|
|
2018
Q2 | $911K | Sell |
8,689
-307
| -3% | -$32.2K | 0.09% | 86 |
|
|
2018
Q1 | $904K | Sell |
8,996
-28
| -0.3% | -$2.81K | 0.1% | 75 |
|
|
2017
Q4 | $970K | Buy |
+9,024
| New | +$970K | 0.11% | 73 |
|