LFASL
Lugano Financial Advisors SA (LFA)’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5K | Buy |
+157
| New | +$19.5K | 0.01% | 185 |
|
|
2024
Q4 | – | Sell |
-300
| Closed | -$28.9K | – | 195 |
|
|
2024
Q3 | $28.9K | Hold |
300
| – | – | 0.02% | 160 |
|
|
2024
Q2 | $29.8K | Hold |
300
| – | – | 0.02% | 147 |
|
|
2024
Q1 | $36.7K | Hold |
300
| – | – | 0.03% | 136 |
|
|
2023
Q4 | $27.1K | Sell |
300
-500
| -63% | -$45.1K | 0.02% | 131 |
|
|
2023
Q3 | $64.8K | Hold |
800
| – | – | 0.06% | 104 |
|
|
2023
Q2 | $71.4K | Buy |
+800
| New | +$71.4K | 0.05% | 116 |
|
|
2021
Q1 | – | Sell |
-1,787
| Closed | -$324K | – | 104 |
|
|
2020
Q4 | $324K | Hold |
1,787
| – | – | 0.25% | 50 |
|
|
2020
Q3 | $236K | Hold |
1,787
| – | – | 0.22% | 59 |
|
|
2020
Q2 | $208K | Sell |
1,787
-3,158
| -64% | -$368K | 0.22% | 58 |
|
|
2020
Q1 | $684K | Sell |
4,945
-193
| -4% | -$26.7K | 0.62% | 35 |
|
|
2019
Q4 | $743K | Buy |
+5,138
| New | +$743K | 0.54% | 32 |
|
|
2019
Q2 | $1.11M | Buy |
7,920
+345
| +5% | +$48.2K | 0.69% | 23 |
|
|
2019
Q1 | $841K | Buy |
7,575
+105
| +1% | +$11.7K | 0.5% | 29 |
|
|
2018
Q4 | $874K | Hold |
7,470
| – | – | 0.61% | 31 |
|
|
2018
Q3 | $874K | Buy |
7,470
+900
| +14% | +$105K | 0.61% | 31 |
|
|
2018
Q2 | $684K | Buy |
+6,570
| New | +$684K | 0.66% | 38 |
|