Lido Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8M | Sell |
159,053
-218,316
| -58% | -$27.2M | 0.08% | 148 |
|
|
2025
Q1 | $37.2M | Buy |
377,369
+31,425
| +9% | +$3.1M | 0.17% | 73 |
|
|
2024
Q4 | $38.7M | Sell |
345,944
-82,713
| -19% | -$9.25M | 0.18% | 65 |
|
|
2024
Q3 | $41.2M | Buy |
428,657
+10,271
| +2% | +$988K | 0.21% | 46 |
|
|
2024
Q2 | $41.5M | Buy |
418,386
+103,723
| +33% | +$10.3M | 0.23% | 42 |
|
|
2024
Q1 | $38.5M | Buy |
314,663
+9,885
| +3% | +$1.21M | 0.23% | 45 |
|
|
2023
Q4 | $27.6M | Sell |
304,778
-7,347
| -2% | -$666K | 0.19% | 52 |
|
|
2023
Q3 | $25.3M | Buy |
312,125
+173,119
| +125% | +$14M | 0.19% | 51 |
|
|
2023
Q2 | $12.4M | Buy |
139,006
+7,643
| +6% | +$682K | 0.09% | 125 |
|
|
2023
Q1 | $13.2M | Buy |
131,363
+28,915
| +28% | +$2.9M | 0.13% | 89 |
|
|
2022
Q4 | $8.9M | Buy |
102,448
+17,182
| +20% | +$1.49M | 0.11% | 95 |
|
|
2022
Q3 | $8.04M | Buy |
85,266
+32,389
| +61% | +$3.05M | 0.1% | 90 |
|
|
2022
Q2 | $4.99M | Sell |
52,877
-14,602
| -22% | -$1.38M | 0.07% | 122 |
|
|
2022
Q1 | $9.26M | Buy |
67,479
+9,230
| +16% | +$1.27M | 0.1% | 94 |
|
|
2021
Q4 | $9.08M | Buy |
58,249
+10,394
| +22% | +$1.62M | 0.1% | 94 |
|
|
2021
Q3 | $8.1M | Sell |
47,855
-16,275
| -25% | -$2.75M | 0.11% | 89 |
|
|
2021
Q2 | $11.3M | Buy |
64,130
+8,764
| +16% | +$1.54M | 0.16% | 69 |
|
|
2021
Q1 | $10.2M | Buy |
55,366
+13,800
| +33% | +$2.55M | 0.18% | 71 |
|
|
2020
Q4 | $7.53M | Buy |
41,566
+8,387
| +25% | +$1.52M | 0.16% | 76 |
|
|
2020
Q3 | $4.12M | Buy |
33,179
+1,179
| +4% | +$146K | 0.11% | 100 |
|
|
2020
Q2 | $3.57M | Sell |
32,000
-1,292
| -4% | -$144K | 0.11% | 104 |
|
|
2020
Q1 | $3.22M | Sell |
33,292
-2,968
| -8% | -$287K | 0.14% | 89 |
|
|
2019
Q4 | $5.28M | Buy |
36,260
+5,279
| +17% | +$768K | 0.21% | 68 |
|
|
2019
Q3 | $4.04M | Buy |
30,981
+4,611
| +17% | +$601K | 0.2% | 71 |
|
|
2019
Q2 | $3.68M | Buy |
26,370
+2,719
| +11% | +$380K | 0.21% | 65 |
|
|
2019
Q1 | $2.63M | Buy |
23,651
+5,317
| +29% | +$590K | 0.17% | 77 |
|
|
2018
Q4 | $2.03M | Buy |
18,334
+1,022
| +6% | +$113K | 0.2% | 68 |
|
|
2018
Q3 | $2.02M | Buy |
17,312
+2,021
| +13% | +$236K | 0.2% | 67 |
|
|
2018
Q2 | $1.6M | Sell |
15,291
-1,013
| -6% | -$106K | 0.18% | 76 |
|
|
2018
Q1 | $1.64M | Sell |
16,304
-2,096
| -11% | -$210K | 0.22% | 59 |
|
|
2017
Q4 | $1.98M | Buy |
18,400
+5,081
| +38% | +$546K | 0.28% | 50 |
|
|
2017
Q3 | $1.3M | Buy |
13,319
+2,676
| +25% | +$262K | 0.21% | 61 |
|
|
2017
Q2 | $1.13M | Buy |
10,643
+412
| +4% | +$43.8K | 0.23% | 59 |
|
|
2017
Q1 | $1.14M | Sell |
10,231
-288
| -3% | -$32.1K | 0.32% | 51 |
|
|
2016
Q4 | $1.1M | Sell |
10,519
-596
| -5% | -$62.1K | 0.27% | 39 |
|
|
2016
Q3 | $1.03M | Sell |
11,115
-1,246
| -10% | -$116K | 0.32% | 31 |
|
|
2016
Q2 | $1.21M | Buy |
12,361
+511
| +4% | +$50K | 0.37% | 22 |
|
|
2016
Q1 | $1.18M | Buy |
+11,850
| New | +$1.18M | 0.4% | 23 |
|