Lockerman Financial Group’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 | – | Sell |
-4,108
| Closed | -$405K | – | 128 |
|
|
2025
Q1 | $405K | Sell |
4,108
-24
| -0.6% | -$2.37K | 0.61% | 51 |
|
|
2024
Q4 | $460K | Sell |
4,132
-80
| -2% | -$8.91K | 0.78% | 37 |
|
|
2024
Q3 | $405K | Buy |
4,212
+664
| +19% | +$63.9K | 0.69% | 46 |
|
|
2024
Q2 | $352K | Buy |
3,548
+116
| +3% | +$11.5K | 0.64% | 50 |
|
|
2024
Q1 | $420K | Buy |
+3,432
| New | +$420K | 0.8% | 38 |
|
|
2023
Q2 | – | Sell |
-2,133
| Closed | -$214K | – | 77 |
|
|
2023
Q1 | $214K | Buy |
+2,133
| New | +$214K | 0.59% | 67 |
|