LWL
Leo Wealth LLC’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Buy |
+2,004
| New | +$248K | 0.02% | 343 |
|
|
2024
Q4 | – | Sell |
-2,723
| Closed | -$262K | – | 365 |
|
|
2024
Q3 | $262K | Sell |
2,723
-13
| -0.5% | -$1.25K | 0.02% | 297 |
|
|
2024
Q2 | $269K | Sell |
2,736
-2,230
| -45% | -$219K | 0.03% | 285 |
|
|
2024
Q1 | $605K | Buy |
4,966
+1,101
| +28% | +$134K | 0.06% | 195 |
|
|
2023
Q4 | $412K | Buy |
+3,865
| New | +$412K | 0.04% | 222 |
|