LRI Investments’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 | $413K | Buy |
3,329
+227
| +7% | +$28.1K | 0.04% | 187 |
|
|
2025
Q1 | $306K | Sell |
3,102
-488
| -14% | -$48.2K | 0.03% | 211 |
|
|
2024
Q4 | $400K | Sell |
3,590
-252
| -7% | -$28.1K | 0.04% | 166 |
|
|
2024
Q3 | $419K | Sell |
3,842
-833
| -18% | -$90.9K | 0.04% | 170 |
|
|
2024
Q2 | $464K | Buy |
4,675
+1,527
| +49% | +$152K | 0.05% | 121 |
|
|
2024
Q1 | $385K | Buy |
+3,148
| New | +$385K | 0.1% | 88 |
|