Lorne Steinberg Wealth Management’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 | $8.91M | Buy |
71,845
+6,970
| +11% | +$864K | 2.33% | 16 |
|
|
2025
Q1 | $6.4M | Buy |
64,875
+70
| +0.1% | +$6.91K | 1.87% | 24 |
|
|
2024
Q4 | $7.22M | Buy |
64,805
+1,337
| +2% | +$149K | 2.09% | 18 |
|
|
2024
Q3 | $6.1M | Sell |
63,468
-680
| -1% | -$65.4K | 1.77% | 29 |
|
|
2024
Q2 | $6.37M | Buy |
64,148
+445
| +0.7% | +$44.2K | 2.05% | 18 |
|
|
2024
Q1 | $7.79M | Buy |
63,703
+14
| +0% | +$1.71K | 2.43% | 12 |
|
|
2023
Q4 | $5.75M | Sell |
63,689
-865
| -1% | -$78.1K | 1.93% | 23 |
|
|
2023
Q3 | $5.23M | Sell |
64,554
-595
| -0.9% | -$48.2K | 2.01% | 21 |
|
|
2023
Q2 | $5.82M | Sell |
65,149
-350
| -0.5% | -$31.2K | 2.19% | 17 |
|
|
2023
Q1 | $6.56M | Buy |
65,499
+7,745
| +13% | +$776K | 2.62% | 7 |
|
|
2022
Q4 | $5.02M | Buy |
57,754
+345
| +0.6% | +$30K | 2.16% | 17 |
|
|
2022
Q3 | $5.42M | Buy |
57,409
+15,226
| +36% | +$1.44M | 2.63% | 11 |
|
|
2022
Q2 | $3.98M | Buy |
42,183
+1,391
| +3% | +$131K | 1.87% | 24 |
|
|
2022
Q1 | $5.6M | Buy |
40,792
+741
| +2% | +$102K | 2.58% | 14 |
|
|
2021
Q4 | $6.2M | Buy |
40,051
+6,715
| +20% | +$1.04M | 2.67% | 11 |
|
|
2021
Q3 | $5.64M | Buy |
33,336
+650
| +2% | +$110K | 2.73% | 12 |
|
|
2021
Q2 | $5.75M | Buy |
32,686
+427
| +1% | +$75.1K | 2.82% | 11 |
|
|
2021
Q1 | $5.95M | Buy |
32,259
+70
| +0.2% | +$12.9K | 3.15% | 5 |
|
|
2020
Q4 | $5.85M | Buy |
+32,189
| New | +$5.85M | 3.64% | 2 |
|