Leonard Rickey Investment 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
2025
Q3
$381K Buy
2025
Q2
$390K Buy
2025
Q1
$264K Buy
2024
Q4
$328K Buy
2024
Q3
$258K Sell
2024
Q2
$298K Buy
2024
Q1
$312K Buy
2023
Q4
$219K Buy
2023
Q2
Sell
2023
Q1
$210K Buy