LMG Wealth Partners’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 | $3.49M | Sell |
28,179
-13
| -0% | -$1.61K | 0.72% | 48 |
|
|
2025
Q1 | $2.78M | Buy |
28,192
+4,092
| +17% | +$404K | 0.62% | 49 |
|
|
2024
Q4 | $2.68M | Sell |
24,100
-90
| -0.4% | -$10K | 0.59% | 52 |
|
|
2024
Q3 | $2.33M | Buy |
24,190
+562
| +2% | +$54.1K | 0.53% | 52 |
|
|
2024
Q2 | $2.35M | Buy |
23,628
+225
| +1% | +$22.3K | 0.58% | 50 |
|
|
2024
Q1 | $2.86M | Sell |
23,403
-5
| -0% | -$612 | 0.72% | 42 |
|
|
2023
Q4 | $2.11M | Buy |
23,408
+726
| +3% | +$65.6K | 0.59% | 50 |
|
|
2023
Q3 | $1.84M | Buy |
22,682
+7,553
| +50% | +$612K | 0.56% | 51 |
|
|
2023
Q2 | $1.35M | Buy |
15,129
+811
| +6% | +$72.4K | 0.41% | 54 |
|
|
2023
Q1 | $1.43M | Buy |
14,318
+1,244
| +10% | +$125K | 0.46% | 54 |
|
|
2022
Q4 | $1.31M | Buy |
+13,074
| New | +$1.31M | 0.43% | 53 |
|