Lewis Asset Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
+2,524
| New | +$313K | 0.15% | 140 |
|
|
2025
Q1 | – | Sell |
-2,151
| Closed | -$240K | – | 131 |
|
|
2024
Q4 | $240K | Sell |
2,151
-3,081
| -59% | -$343K | 0.18% | 114 |
|
|
2024
Q3 | $503K | Sell |
5,232
-2,014
| -28% | -$194K | 0.37% | 68 |
|
|
2024
Q2 | $719K | Sell |
7,246
-64
| -0.9% | -$6.36K | 0.55% | 40 |
|
|
2024
Q1 | $895K | Sell |
7,310
-165
| -2% | -$20.2K | 0.74% | 32 |
|
|
2023
Q4 | $675K | Buy |
+7,475
| New | +$675K | 0.62% | 38 |
|