Lehman & Derafelo Financial Resources’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $478K | Sell |
5,507
-110
| -2% | -$9.56K | 0.14% | 65 |
|
|
2022
Q3 | $530K | Sell |
5,617
-1,390
| -20% | -$131K | 0.17% | 56 |
|
|
2022
Q2 | $661K | Buy |
7,007
+105
| +2% | +$9.91K | 0.2% | 51 |
|
|
2022
Q1 | $947K | Buy |
6,902
+900
| +15% | +$123K | 0.26% | 47 |
|
|
2021
Q4 | $930K | Buy |
6,002
+1,049
| +21% | +$163K | 0.28% | 47 |
|
|
2021
Q3 | $838K | Sell |
4,953
-654
| -12% | -$111K | 0.27% | 47 |
|
|
2021
Q2 | $986K | Buy |
5,607
+55
| +1% | +$9.67K | 0.27% | 50 |
|
|
2021
Q1 | $1.02M | Buy |
5,552
+104
| +2% | +$19.2K | 0.29% | 50 |
|
|
2020
Q4 | $987K | Sell |
5,448
-40
| -0.7% | -$7.25K | 0.3% | 50 |
|
|
2020
Q3 | $681K | Hold |
5,488
| – | – | 0.22% | 52 |
|
|
2020
Q2 | $612K | Sell |
5,488
-161
| -3% | -$18K | 0.21% | 54 |
|
|
2020
Q1 | $546K | Buy |
5,649
+197
| +4% | +$19K | 0.23% | 54 |
|
|
2019
Q4 | $788K | Buy |
5,452
+402
| +8% | +$58.1K | 0.28% | 51 |
|
|
2019
Q3 | $658K | Buy |
5,050
+200
| +4% | +$26.1K | 0.25% | 54 |
|
|
2019
Q2 | $691K | Buy |
4,850
+400
| +9% | +$57K | 0.28% | 51 |
|
|
2019
Q1 | $494K | Buy |
4,450
+13
| +0.3% | +$1.44K | 0.21% | 56 |
|
|
2018
Q4 | $486K | Buy |
+4,437
| New | +$486K | 0.24% | 52 |
|