Lenox Wealth Advisors’s Walt Disney DIS Stock Holding History

Lenox Wealth Advisors’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	$184K	Buy	1,394 +927	+199%	+$122K	0.02%	117
2021 Q4	$72K	Sell	467 -634	-58%	-$97.7K	0.01%	210
2021 Q3	$186K	Buy	1,101 +265	+32%	+$44.8K	0.02%	110
2021 Q2	$147K	Sell	836 -71	-8%	-$12.5K	0.02%	127
2021 Q1	$167K	Sell	907 -746	-45%	-$137K	0.02%	96
2020 Q4	$299K	Buy	1,653 +55	+3%	+$9.95K	0.04%	69
2020 Q3	$198K	Sell	1,598 -159	-9%	-$19.7K	0.03%	78
2020 Q2	$196K	Sell	1,757 -590	-25%	-$65.8K	0.03%	69
2020 Q1	$227K	Buy	2,347 +8	+0.3%	+$774	0.04%	62
2019 Q4	$338K	Buy	2,339 +130	+6%	+$18.8K	0.05%	64
2019 Q3	$288K	Buy	2,209 +555	+34%	+$72.4K	0.05%	61
2019 Q2	$231K	Buy	1,654 +1,082	+189%	+$151K	0.04%	66
2019 Q1	$64K	Buy	572 +48	+9%	+$5.37K	0.01%	118
2018 Q4	$57K	Sell	524 -610	-54%	-$66.4K	0.01%	122
2018 Q3	$133K	Buy	1,134 +1,009	+807%	+$118K	0.03%	90
2018 Q2	$13K	Sell	125 -249	-67%	-$25.9K	﹤0.01%	309
2018 Q1	$38K	Sell	374 -53	-12%	-$5.39K	0.01%	189
2017 Q4	$46K	Buy	427 +417	+4,170%	+$44.9K	0.01%	105
2017 Q3	$1K	Buy	10 +6	+150%	+$600	﹤0.01%	199
2017 Q2	$0	Hold	4	–	–	﹤0.01%	103
2017 Q1	$0	Sell	4 -158	-98%	–	﹤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%	+$15.6K	﹤0.01%	149
2016 Q1	$0	Sell	4 -372	-99%	–	﹤0.01%	293
2015 Q4	$40K	Sell	376 -168	-31%	-$17.9K	0.01%	102
2015 Q3	$56K	Buy	544 +500	+1,136%	+$51.5K	0.02%	74
2015 Q2	$5K	Sell	44 -500	-92%	-$56.8K	﹤0.01%	205
2015 Q1	$57K	Hold	544	–	–	0.02%	75
2014 Q4	$51K	Buy	544 +40	+8%	+$3.75K	0.02%	81
2014 Q3	$45K	Sell	504 -55	-10%	-$4.91K	0.02%	84
2014 Q2	$48K	Buy	559 +55	+11%	+$4.72K	0.02%	64
2014 Q1	$41K	Sell	504 -306	-38%	-$24.9K	0.02%	65
2013 Q4	$62K	Buy	810 +595	+277%	+$45.5K	0.04%	61
2013 Q3	$14K	Sell	215 -360	-63%	-$23.4K	0.01%	83
2013 Q2	$36K	Buy	+575	New	+$36K	0.04%	44