Lavaca Capital’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 | $91.1K | Hold |
735
| – | – | 0.03% | 125 |
|
|
2025
Q1 | $72.5K | Hold |
735
| – | – | 0.03% | 127 |
|
|
2024
Q4 | $81.8K | Buy |
+735
| New | +$81.8K | 0.03% | 134 |
|
|
2023
Q3 | – | Sell |
-11,335
| Closed | -$1.01M | – | 141 |
|
|
2023
Q2 | $1.01M | Sell |
11,335
-10,289
| -48% | -$919K | 0.3% | 61 |
|
|
2023
Q1 | $2.34M | Sell |
21,624
-895
| -4% | -$96.9K | 0.49% | 32 |
|
|
2022
Q4 | $2.37M | Sell |
22,519
-131
| -0.6% | -$13.8K | 0.74% | 27 |
|
|
2022
Q3 | $2.39M | Sell |
22,650
-3,906
| -15% | -$411K | 0.86% | 18 |
|
|
2022
Q2 | $2.94M | Sell |
26,556
-908
| -3% | -$101K | 0.44% | 16 |
|
|
2022
Q1 | $3.77M | Buy |
27,464
+9,582
| +54% | +$1.31M | 0.41% | 16 |
|
|
2021
Q4 | $2.77M | Buy |
17,882
+14,333
| +404% | +$2.22M | 0.36% | 22 |
|
|
2021
Q3 | $600K | Sell |
3,549
-50
| -1% | -$8.45K | 0.06% | 78 |
|
|
2021
Q2 | $633K | Buy |
3,599
+229
| +7% | +$40.3K | 0.06% | 75 |
|
|
2021
Q1 | $622K | Sell |
3,370
-761
| -18% | -$140K | 0.05% | 72 |
|
|
2020
Q4 | $748K | Sell |
4,131
-2,051
| -33% | -$371K | 0.1% | 42 |
|
|
2020
Q3 | $767K | Buy |
6,182
+2,575
| +71% | +$319K | 0.12% | 39 |
|
|
2020
Q2 | $402K | Buy |
3,607
+600
| +20% | +$66.9K | 0.13% | 52 |
|
|
2020
Q1 | $290K | Sell |
3,007
-1,425
| -32% | -$137K | 0.28% | 53 |
|
|
2019
Q4 | $641K | Sell |
4,432
-150
| -3% | -$21.7K | 0.49% | 41 |
|
|
2019
Q3 | $597K | Hold |
4,582
| – | – | 0.45% | 45 |
|
|
2019
Q2 | $640K | Hold |
4,582
| – | – | 0.49% | 40 |
|
|
2019
Q1 | $509K | Buy |
4,582
+1,606
| +54% | +$178K | 0.43% | 38 |
|
|
2018
Q4 | $326K | Buy |
+2,976
| New | +$326K | 0.32% | 37 |
|