Lantern Wealth Advisors’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 | $1.45M | Buy |
+11,654
| New | +$1.45M | 0.86% | 33 |
|
|
2024
Q4 | $704K | Sell |
6,320
-625
| -9% | -$69.6K | 0.46% | 55 |
|
|
2024
Q3 | $668K | Buy |
6,945
+1,571
| +29% | +$151K | 0.46% | 54 |
|
|
2024
Q2 | $704K | Sell |
5,374
-1,622
| -23% | -$213K | 0.51% | 50 |
|
|
2024
Q1 | $856K | Buy |
6,996
+214
| +3% | +$26.2K | 0.6% | 49 |
|
|
2023
Q4 | $612K | Buy |
+6,782
| New | +$612K | 0.48% | 56 |
|