Lloyd Advisory Services’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,515
| Closed | -$1.16M | – | 120 |
|
|
2024
Q1 | $1.16M | Buy |
+9,515
| New | +$1.16M | 0.25% | 72 |
|
|
2023
Q4 | – | Sell |
-12,564
| Closed | -$1.02M | – | 199 |
|
|
2023
Q3 | $1.02M | Buy |
+12,564
| New | +$1.02M | 0.34% | 63 |
|
|
2022
Q2 | – | Sell |
-493
| Closed | -$68K | – | 189 |
|
|
2022
Q1 | $68K | Buy |
493
+51
| +12% | +$7.03K | 0.03% | 196 |
|
|
2021
Q4 | $68K | Sell |
442
-3
| -0.7% | -$462 | 0.03% | 165 |
|
|
2021
Q3 | $75K | Buy |
445
+206
| +86% | +$34.7K | 0.04% | 136 |
|
|
2021
Q2 | $42K | Buy |
239
+6
| +3% | +$1.05K | 0.02% | 172 |
|
|
2021
Q1 | $43K | Buy |
233
+158
| +211% | +$29.2K | 0.02% | 149 |
|
|
2020
Q4 | $14K | Buy |
75
+37
| +97% | +$6.91K | 0.01% | 181 |
|
|
2020
Q3 | $5K | Sell |
38
-29
| -43% | -$3.82K | ﹤0.01% | 224 |
|
|
2020
Q2 | $7K | Sell |
67
-93
| -58% | -$9.72K | ﹤0.01% | 194 |
|
|
2020
Q1 | $15K | Sell |
160
-177
| -53% | -$16.6K | 0.01% | 155 |
|
|
2019
Q4 | $49K | Buy |
+337
| New | +$49K | 0.04% | 119 |
|