Lion Street 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 | $415K | Sell |
3,344
-122
| -4% | -$15.1K | 0.13% | 171 |
|
|
2025
Q1 | $342K | Sell |
3,466
-37
| -1% | -$3.65K | 0.11% | 187 |
|
|
2024
Q4 | $390K | Sell |
3,503
-121
| -3% | -$13.5K | 0.12% | 167 |
|
|
2024
Q3 | $349K | Sell |
3,624
-329
| -8% | -$31.6K | 0.12% | 183 |
|
|
2024
Q2 | $393K | Sell |
3,953
-487
| -11% | -$48.4K | 0.15% | 152 |
|
|
2024
Q1 | $401K | Hold |
4,440
| – | – | 0.16% | 134 |
|
|
2023
Q4 | $401K | Sell |
4,440
-678
| -13% | -$61.2K | 0.16% | 134 |
|
|
2023
Q3 | $415K | Sell |
5,118
-676
| -12% | -$54.8K | 0.14% | 141 |
|
|
2023
Q2 | $980K | Buy |
5,794
+3,109
| +116% | +$526K | 0.33% | 62 |
|
|
2023
Q1 | $269K | Buy |
2,685
+1,429
| +114% | +$143K | 0.08% | 193 |
|
|
2022
Q4 | $212K | Buy |
+1,256
| New | +$212K | 0.11% | 146 |
|
|
2022
Q3 | – | Sell |
-1,256
| Closed | -$211K | – | 138 |
|
|
2022
Q2 | $211K | Buy |
+1,256
| New | +$211K | 0.11% | 147 |
|
|
2021
Q4 | – | Sell |
-1,256
| Closed | -$211K | – | 157 |
|
|
2021
Q3 | $211K | Buy |
+1,256
| New | +$211K | 0.11% | 143 |
|
|
2020
Q2 | – | Sell |
-471
| Closed | -$45K | – | 127 |
|
|
2020
Q1 | $45K | Buy |
+471
| New | +$45K | 0.25% | 54 |
|