Lantz Financial’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 | $459K | Sell |
3,703
-26
| -0.7% | -$3.22K | 0.11% | 148 |
|
|
2025
Q1 | $368K | Sell |
3,729
-8
| -0.2% | -$789 | 0.1% | 161 |
|
|
2024
Q4 | $416K | Buy |
3,737
+147
| +4% | +$16.4K | 0.11% | 155 |
|
|
2024
Q3 | $345K | Sell |
3,590
-138
| -4% | -$13.3K | 0.09% | 166 |
|
|
2024
Q2 | $370K | Buy |
3,728
+28
| +0.8% | +$2.78K | 0.12% | 149 |
|
|
2024
Q1 | $453K | Buy |
3,700
+118
| +3% | +$14.4K | 0.15% | 136 |
|
|
2023
Q4 | $323K | Buy |
3,582
+45
| +1% | +$4.06K | 0.12% | 149 |
|
|
2023
Q3 | $287K | Buy |
3,537
+76
| +2% | +$6.16K | 0.11% | 147 |
|
|
2023
Q2 | $309K | Buy |
3,461
+195
| +6% | +$17.4K | 0.12% | 140 |
|
|
2023
Q1 | $327K | Buy |
3,266
+760
| +30% | +$76.1K | 0.14% | 129 |
|
|
2022
Q4 | $218K | Buy |
2,506
+195
| +8% | +$16.9K | 0.1% | 169 |
|
|
2022
Q3 | $218K | Hold |
2,311
| – | – | 0.11% | 147 |
|
|
2022
Q2 | $218K | Hold |
2,311
| – | – | 0.1% | 155 |
|
|
2022
Q1 | $317K | Sell |
2,311
-355
| -13% | -$48.7K | 0.13% | 132 |
|
|
2021
Q4 | $413K | Hold |
2,666
| – | – | 0.19% | 104 |
|
|
2021
Q3 | $451K | Sell |
2,666
-433
| -14% | -$73.2K | 0.23% | 96 |
|
|
2021
Q2 | $545K | Sell |
3,099
-81
| -3% | -$14.2K | 0.28% | 85 |
|
|
2021
Q1 | $587K | Buy |
3,180
+90
| +3% | +$16.6K | 0.33% | 68 |
|
|
2020
Q4 | $560K | Buy |
3,090
+192
| +7% | +$34.8K | 0.35% | 70 |
|
|
2020
Q3 | $360K | Sell |
2,898
-22
| -0.8% | -$2.73K | 0.24% | 84 |
|
|
2020
Q2 | $326K | Buy |
2,920
+27
| +0.9% | +$3.01K | 0.23% | 85 |
|
|
2020
Q1 | $279K | Sell |
2,893
-190
| -6% | -$18.3K | 0.22% | 89 |
|
|
2019
Q4 | $446K | Buy |
3,083
+2
| +0.1% | +$289 | 0.26% | 84 |
|
|
2019
Q3 | $398K | Sell |
3,081
-175
| -5% | -$22.6K | 0.27% | 88 |
|
|
2019
Q2 | $464K | Buy |
3,256
+528
| +19% | +$75.2K | 0.31% | 79 |
|
|
2019
Q1 | $303K | Buy |
+2,728
| New | +$303K | 0.22% | 91 |
|