Lee Financial’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,969
| Closed | -$241K | – | 153 |
|
|
2024
Q1 | $241K | Hold |
1,969
| – | – | 0.04% | 135 |
|
|
2023
Q4 | $178K | Sell |
1,969
-156
| -7% | -$14.1K | 0.03% | 142 |
|
|
2023
Q3 | $172K | Buy |
2,125
+33
| +2% | +$2.68K | 0.03% | 137 |
|
|
2023
Q2 | $187K | Hold |
2,092
| – | – | 0.03% | 132 |
|
|
2023
Q1 | $209K | Sell |
2,092
-102
| -5% | -$10.2K | 0.04% | 124 |
|
|
2022
Q4 | $191K | Sell |
2,194
-19
| -0.9% | -$1.65K | 0.03% | 151 |
|
|
2022
Q3 | $209K | Buy |
2,213
+590
| +36% | +$55.7K | 0.04% | 140 |
|
|
2022
Q2 | $154K | Buy |
1,623
+91
| +6% | +$8.64K | 0.03% | 157 |
|
|
2022
Q1 | $210K | Sell |
1,532
-5
| -0.3% | -$685 | 0.04% | 140 |
|
|
2021
Q4 | $238K | Buy |
1,537
+47
| +3% | +$7.28K | 0.04% | 134 |
|
|
2021
Q3 | $252K | Hold |
1,490
| – | – | 0.05% | 122 |
|
|
2021
Q2 | $262K | Sell |
1,490
-10
| -0.7% | -$1.76K | 0.06% | 120 |
|
|
2021
Q1 | $277K | Buy |
1,500
+1,300
| +650% | +$240K | 0.07% | 116 |
|
|
2020
Q4 | $36K | Sell |
200
-19
| -9% | -$3.42K | 0.01% | 232 |
|
|
2020
Q3 | $27K | Sell |
219
-12
| -5% | -$1.48K | 0.01% | 281 |
|
|
2020
Q2 | $26K | Hold |
231
| – | – | 0.01% | 255 |
|
|
2020
Q1 | $22K | Sell |
231
-95
| -29% | -$9.05K | 0.01% | 223 |
|
|
2019
Q4 | $47K | Sell |
326
-240
| -42% | -$34.6K | 0.01% | 194 |
|
|
2019
Q3 | $74K | Sell |
566
-176
| -24% | -$23K | 0.02% | 165 |
|
|
2019
Q2 | $104K | Hold |
742
| – | – | 0.02% | 161 |
|
|
2019
Q1 | $82K | Buy |
742
+74
| +11% | +$8.18K | 0.02% | 169 |
|
|
2018
Q4 | $73K | Hold |
668
| – | – | 0.02% | 164 |
|
|
2018
Q3 | $78K | Sell |
668
-499
| -43% | -$58.3K | 0.02% | 176 |
|
|
2018
Q2 | $122K | Buy |
1,167
+240
| +26% | +$25.1K | 0.03% | 196 |
|
|
2018
Q1 | $93K | Buy |
927
+23
| +3% | +$2.31K | 0.02% | 216 |
|
|
2017
Q4 | $97K | Buy |
904
+249
| +38% | +$26.7K | 0.03% | 158 |
|
|
2017
Q3 | $65K | Sell |
655
-397
| -38% | -$39.4K | 0.02% | 164 |
|
|
2017
Q2 | $112K | Buy |
1,052
+74
| +8% | +$7.88K | 0.04% | 142 |
|
|
2017
Q1 | $111K | Sell |
978
-138
| -12% | -$15.7K | 0.04% | 132 |
|
|
2016
Q4 | $116K | Buy |
+1,116
| New | +$116K | 0.06% | 128 |
|