Lakeshore Financial Planning’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 | $271K | Buy |
2,182
+1
| +0% | +$124 | 0.11% | 58 |
|
|
2025
Q1 | $215K | Buy |
2,181
+3
| +0.1% | +$296 | 0.09% | 70 |
|
|
2024
Q4 | $243K | Hold |
2,178
| – | – | 0.1% | 62 |
|
|
2024
Q3 | $210K | Sell |
2,178
-62
| -3% | -$5.97K | 0.09% | 72 |
|
|
2024
Q2 | $223K | Sell |
2,240
-125
| -5% | -$12.4K | 0.11% | 60 |
|
|
2024
Q1 | $290K | Sell |
2,365
-22
| -0.9% | -$2.69K | 0.15% | 48 |
|
|
2023
Q4 | $216K | Sell |
2,387
-1,217
| -34% | -$110K | 0.12% | 55 |
|
|
2023
Q3 | $292K | Buy |
+3,604
| New | +$292K | 0.17% | 43 |
|