LRIA
Leonard Rickey Investment Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Buy |
3,142
+19
| +0.6% | +$2.36K | 0.08% | 72 |
|
|
2025
Q1 | $264K | Buy |
3,123
+180
| +6% | +$15.2K | 0.06% | 87 |
|
|
2024
Q4 | $328K | Buy |
2,943
+257
| +10% | +$28.6K | 0.08% | 76 |
|
|
2024
Q3 | $258K | Sell |
2,686
-314
| -10% | -$30.2K | 0.06% | 94 |
|
|
2024
Q2 | $298K | Buy |
3,000
+448
| +18% | +$44.5K | 0.07% | 79 |
|
|
2024
Q1 | $312K | Buy |
2,552
+128
| +5% | +$15.7K | 0.08% | 66 |
|
|
2023
Q4 | $219K | Buy |
+2,424
| New | +$219K | 0.06% | 77 |
|
|
2023
Q2 | – | Sell |
-2,099
| Closed | -$210K | – | 71 |
|
|
2023
Q1 | $210K | Buy |
+2,099
| New | +$210K | 0.08% | 65 |
|