Lewis Capital Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $14.4M | Buy |
177,279
+902
| +0.5% | +$73.1K | 22.37% | 1 |
|
2023
Q2 | $15.7M | Buy |
176,377
+17
| +0% | +$1.52K | 22.56% | 1 |
|
2023
Q1 | $17.7M | Sell |
176,360
-1,595
| -0.9% | -$160K | 26.55% | 1 |
|
2022
Q4 | $15.5M | Buy |
177,955
+233
| +0.1% | +$20.2K | 23.67% | 1 |
|
2022
Q3 | $16.8M | Sell |
177,722
-346
| -0.2% | -$32.6K | 25.76% | 1 |
|
2022
Q2 | $16.8M | Buy |
178,068
+2,875
| +2% | +$271K | 24.01% | 1 |
|
2022
Q1 | $24M | Sell |
175,193
-150
| -0.1% | -$20.6K | 27.23% | 1 |
|
2021
Q4 | $27.2M | Buy |
+175,343
| New | +$27.2M | 28.47% | 1 |
|