LGT Financial Advisors’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 | $20.2K | Buy |
+163
| New | +$20.2K | 0.05% | 161 |
|
|
2024
Q3 | – | Sell |
-107
| Closed | -$10.7K | – | 718 |
|
|
2024
Q2 | $10.7K | Hold |
107
| – | – | 0.02% | 460 |
|
|
2024
Q1 | $13.1K | Hold |
107
| – | – | 0.02% | 449 |
|
|
2023
Q4 | $9.66K | Sell |
107
-330
| -76% | -$29.8K | 0.01% | 496 |
|
|
2023
Q3 | $35.4K | Buy |
+437
| New | +$35.4K | 0.05% | 255 |
|