LRWA
Long Run Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,400
| Closed | -$237K | – | 107 |
|
|
2025
Q1 | $237K | Buy |
2,400
+196
| +9% | +$19.3K | 0.05% | 93 |
|
|
2024
Q4 | $245K | Hold |
2,204
| – | – | 0.06% | 89 |
|
|
2024
Q3 | $212K | Sell |
2,204
-100
| -4% | -$9.62K | 0.05% | 97 |
|
|
2024
Q2 | $229K | Buy |
2,304
+100
| +5% | +$9.93K | 0.06% | 94 |
|
|
2024
Q1 | $270K | Buy |
+2,204
| New | +$270K | 0.07% | 85 |
|
|
2023
Q3 | – | Sell |
-3,604
| Closed | -$322K | – | 87 |
|
|
2023
Q2 | $322K | Hold |
3,604
| – | – | 0.1% | 77 |
|
|
2023
Q1 | $361K | Sell |
3,604
-100
| -3% | -$10K | 0.12% | 78 |
|
|
2022
Q4 | $322K | Hold |
3,704
| – | – | 0.12% | 84 |
|
|
2022
Q3 | $349K | Buy |
3,704
+1,367
| +58% | +$129K | 0.14% | 76 |
|
|
2022
Q2 | $221K | Buy |
2,337
+50
| +2% | +$4.73K | 0.09% | 88 |
|
|
2022
Q1 | $314K | Sell |
2,287
-110
| -5% | -$15.1K | 0.11% | 81 |
|
|
2021
Q4 | $372K | Buy |
+2,397
| New | +$372K | 0.13% | 81 |
|