LWM
Lodestone Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Sell |
3,568
-21
| -0.6% | -$2.6K | 0.22% | 103 |
|
|
2025
Q1 | $354K | Buy |
3,589
+4
| +0.1% | +$395 | 0.19% | 109 |
|
|
2024
Q4 | $399K | Buy |
3,585
+850
| +31% | +$94.6K | 0.2% | 106 |
|
|
2024
Q3 | $263K | Buy |
2,735
+601
| +28% | +$57.8K | 0.13% | 121 |
|
|
2024
Q2 | $212K | Sell |
2,134
-20
| -0.9% | -$1.99K | 0.11% | 145 |
|
|
2024
Q1 | $264K | Buy |
+2,154
| New | +$264K | 0.14% | 129 |
|
|
2023
Q4 | – | Sell |
-2,809
| Closed | -$228K | – | 145 |
|
|
2023
Q3 | $228K | Sell |
2,809
-72
| -2% | -$5.84K | 0.16% | 122 |
|
|
2023
Q2 | $257K | Sell |
2,881
-10
| -0.3% | -$893 | 0.18% | 117 |
|
|
2023
Q1 | $289K | Buy |
2,891
+72
| +3% | +$7.21K | 0.22% | 108 |
|
|
2022
Q4 | $245K | Buy |
+2,819
| New | +$245K | 0.2% | 110 |
|