Lenox Wealth Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $184K | Buy |
1,394
+927
| +199% | +$134K | 0.02% | 117 |
|
|
2021
Q4 | $72K | Sell |
467
-634
| -58% | -$102K | 0.01% | 210 |
|
|
2021
Q3 | $186K | Buy |
1,101
+265
| +32% | +$47.2K | 0.02% | 110 |
|
|
2021
Q2 | $147K | Sell |
836
-71
| -8% | -$12.8K | 0.02% | 127 |
|
|
2021
Q1 | $167K | Sell |
907
-746
| -45% | -$138K | 0.02% | 96 |
|
|
2020
Q4 | $299K | Buy |
1,653
+55
| +3% | +$7.89K | 0.04% | 69 |
|
|
2020
Q3 | $198K | Sell |
1,598
-159
| -9% | -$19.9K | 0.03% | 78 |
|
|
2020
Q2 | $196K | Sell |
1,757
-590
| -25% | -$65.1K | 0.03% | 69 |
|
|
2020
Q1 | $227K | Buy |
2,347
+8
| +0.3% | +$1.01K | 0.04% | 62 |
|
|
2019
Q4 | $338K | Buy |
2,339
+130
| +6% | +$18.1K | 0.05% | 64 |
|
|
2019
Q3 | $288K | Buy |
2,209
+555
| +34% | +$76.7K | 0.05% | 61 |
|
|
2019
Q2 | $231K | Buy |
1,654
+1,082
| +189% | +$143K | 0.04% | 66 |
|
|
2019
Q1 | $64K | Buy |
572
+48
| +9% | +$5.37K | 0.01% | 118 |
|
|
2018
Q4 | $57K | Sell |
524
-610
| -54% | -$69.4K | 0.01% | 122 |
|
|
2018
Q3 | $133K | Buy |
1,134
+1,009
| +807% | +$112K | 0.03% | 90 |
|
|
2018
Q2 | $13K | Sell |
125
-249
| -67% | -$25.5K | ﹤0.01% | 309 |
|
|
2018
Q1 | $38K | Sell |
374
-53
| -12% | -$5.63K | 0.01% | 189 |
|
|
2017
Q4 | $46K | Buy |
427
+417
| +4,170% | +$43K | 0.01% | 105 |
|
|
2017
Q3 | $1K | Buy |
10
+6
| +150% | +$617 | ﹤0.01% | 199 |
|
|
2017
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 103 |
|
|
2017
Q1 | $0 | Sell |
4
-158
| -98% | -$17.4K | ﹤0.01% | 94 |
|
|
2016
Q4 | $17K | Hold |
162
| – | – | 0.01% | 86 |
|
|
2016
Q3 | $15K | Hold |
162
| – | – | ﹤0.01% | 155 |
|
|
2016
Q2 | $16K | Buy |
162
+158
| +3,950% | +$15.8K | ﹤0.01% | 149 |
|
|
2016
Q1 | $0 | Sell |
4
-372
| -99% | -$35.9K | ﹤0.01% | 293 |
|
|
2015
Q4 | $40K | Sell |
376
-168
| -31% | -$18.7K | 0.01% | 102 |
|
|
2015
Q3 | $56K | Buy |
544
+500
| +1,136% | +$54.4K | 0.02% | 74 |
|
|
2015
Q2 | $5K | Sell |
44
-500
| -92% | -$54.9K | ﹤0.01% | 205 |
|
|
2015
Q1 | $57K | Hold |
544
| – | – | 0.02% | 75 |
|
|
2014
Q4 | $51K | Buy |
544
+40
| +8% | +$3.61K | 0.02% | 81 |
|
|
2014
Q3 | $45K | Sell |
504
-55
| -10% | -$4.85K | 0.02% | 84 |
|
|
2014
Q2 | $48K | Buy |
559
+55
| +11% | +$4.49K | 0.02% | 64 |
|
|
2014
Q1 | $41K | Sell |
504
-306
| -38% | -$23.7K | 0.02% | 65 |
|
|
2013
Q4 | $62K | Buy |
810
+595
| +277% | +$41.2K | 0.04% | 61 |
|
|
2013
Q3 | $14K | Sell |
215
-360
| -63% | -$23.1K | 0.01% | 83 |
|
|
2013
Q2 | $36K | Buy |
+575
| New | +$36.3K | 0.04% | 44 |
|
Other funds holding DIS
WA
Lenox Wealth Advisors's DIS Position: Q1 2022 in Review
Lenox Wealth Advisors increased its Walt Disney (DIS) stake by 199% in Q1 2022, buying an estimated $134K and bringing the position to 1,394 shares worth $184K. The position accounts for 0.02% of the portfolio, ranked #117.
Lenox Wealth Advisors first reported a position in DIS in Q2 2013 and has held it in 36 quarters since. The position peaked at $338K in Q4 2019. 3,292 funds tracked by Wall St. Rank hold DIS as of Q1 2022.
- Lenox Wealth Advisors held 1,394 shares of Walt Disney worth $184K as of Q1 2022.
- Lenox Wealth Advisors bought 927 Walt Disney shares in Q1 2022, an estimated $134K.
- Walt Disney made up 0.02% of Lenox Wealth Advisors's portfolio in Q1 2022, its #117 holding.
- Lenox Wealth Advisors first reported a position in Walt Disney in Q2 2013 and has held it in 36 quarters since.
- Lenox Wealth Advisors's Walt Disney position peaked at $338K in Q4 2019.
- 3,292 funds tracked by Wall St. Rank held Walt Disney as of Q1 2022.
Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.