Lifeworks 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 | $813K | Buy |
6,552
+386
| +6% | +$47.9K | 0.12% | 148 |
|
|
2025
Q1 | $609K | Buy |
6,166
+522
| +9% | +$51.5K | 0.1% | 166 |
|
|
2024
Q4 | $628K | Sell |
5,644
-254
| -4% | -$28.3K | 0.11% | 148 |
|
|
2024
Q3 | $567K | Buy |
5,898
+471
| +9% | +$45.3K | 0.11% | 148 |
|
|
2024
Q2 | $539K | Sell |
5,427
-538
| -9% | -$53.4K | 0.15% | 123 |
|
|
2024
Q1 | $730K | Buy |
5,965
+512
| +9% | +$62.6K | 0.2% | 107 |
|
|
2023
Q4 | $492K | Sell |
5,453
-713
| -12% | -$64.4K | 0.17% | 118 |
|
|
2023
Q3 | $500K | Sell |
6,166
-33
| -0.5% | -$2.68K | 0.19% | 122 |
|
|
2023
Q2 | $553K | Buy |
6,199
+13
| +0.2% | +$1.16K | 0.24% | 101 |
|
|
2023
Q1 | $619K | Buy |
6,186
+430
| +7% | +$43.1K | 0.29% | 94 |
|
|
2022
Q4 | $500K | Sell |
5,756
-1,350
| -19% | -$117K | 0.28% | 82 |
|
|
2022
Q3 | $757K | Buy |
7,106
+83
| +1% | +$8.84K | 0.43% | 80 |
|
|
2022
Q2 | $663K | Buy |
7,023
+1,372
| +24% | +$130K | 0.42% | 79 |
|
|
2022
Q1 | $775K | Sell |
5,651
-3,133
| -36% | -$430K | 0.51% | 70 |
|
|
2021
Q4 | $1.36M | Buy |
+8,784
| New | +$1.36M | 1.08% | 29 |
|