Lake Street Private Wealth’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 | $333K | Sell |
2,684
-3,382
| -56% | -$420K | 0.05% | 202 |
|
|
2025
Q1 | $599K | Sell |
6,066
-243
| -4% | -$24K | 0.1% | 137 |
|
|
2024
Q4 | $703K | Buy |
6,309
+375
| +6% | +$41.8K | 0.11% | 120 |
|
|
2024
Q3 | $571K | Sell |
5,934
-1,579
| -21% | -$152K | 0.09% | 151 |
|
|
2024
Q2 | $746K | Sell |
7,513
-195
| -3% | -$19.4K | 0.1% | 174 |
|
|
2024
Q1 | $943K | Buy |
7,708
+18
| +0.2% | +$2.2K | 0.13% | 149 |
|
|
2023
Q4 | $694K | Buy |
7,690
+280
| +4% | +$25.3K | 0.11% | 166 |
|
|
2023
Q3 | $594K | Buy |
7,410
+528
| +8% | +$42.3K | 0.11% | 173 |
|
|
2023
Q2 | $614K | Sell |
6,882
-356
| -5% | -$31.8K | 0.11% | 166 |
|
|
2023
Q1 | $725K | Buy |
7,238
+318
| +5% | +$31.8K | 0.14% | 151 |
|
|
2022
Q4 | $601K | Sell |
6,920
-2,911
| -30% | -$253K | 0.12% | 163 |
|
|
2022
Q3 | $927K | Sell |
9,831
-771
| -7% | -$72.7K | 0.21% | 110 |
|
|
2022
Q2 | $1M | Sell |
10,602
-819
| -7% | -$77.3K | 0.21% | 113 |
|
|
2022
Q1 | $1.57M | Buy |
11,421
+296
| +3% | +$40.6K | 0.28% | 94 |
|
|
2021
Q4 | $1.72M | Buy |
11,125
+3,288
| +42% | +$509K | 0.3% | 89 |
|
|
2021
Q3 | $1.33M | Buy |
7,837
+259
| +3% | +$43.8K | 0.32% | 85 |
|
|
2021
Q2 | $1.34M | Buy |
7,578
+377
| +5% | +$66.8K | 0.34% | 82 |
|
|
2021
Q1 | $1.33M | Buy |
7,201
+2
| +0% | +$369 | 0.37% | 79 |
|
|
2020
Q4 | $1.3M | Buy |
7,199
+494
| +7% | +$89.5K | 0.38% | 72 |
|
|
2020
Q3 | $832K | Sell |
6,705
-896
| -12% | -$111K | 0.28% | 85 |
|
|
2020
Q2 | $847K | Sell |
7,601
-15,962
| -68% | -$1.78M | 0.31% | 81 |
|
|
2020
Q1 | $2.28M | Sell |
23,563
-2,778
| -11% | -$268K | 1.04% | 33 |
|
|
2019
Q4 | $3.81M | Buy |
26,341
+2,401
| +10% | +$347K | 1.46% | 13 |
|
|
2019
Q3 | $3.12M | Buy |
23,940
+780
| +3% | +$102K | 1.42% | 15 |
|
|
2019
Q2 | $3.23M | Buy |
23,160
+2,119
| +10% | +$296K | 1.91% | 11 |
|
|
2019
Q1 | $2.34M | Buy |
+21,041
| New | +$2.34M | 1.61% | 17 |
|