LAS
LWM Advisory Services’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,614
| Closed | -$213K | – | 98 |
|
|
2023
Q3 | $213K | Buy |
+2,614
| New | +$213K | 0.23% | 70 |
|
|
2023
Q2 | – | Sell |
-2,074
| Closed | -$207K | – | 78 |
|
|
2023
Q1 | $207K | Sell |
2,074
-16
| -0.8% | -$1.6K | 0.22% | 76 |
|
|
2022
Q4 | $207K | Sell |
2,090
-660
| -24% | -$65.3K | 0.23% | 77 |
|
|
2022
Q3 | $259K | Buy |
+2,750
| New | +$259K | 0.29% | 91 |
|
|
2022
Q2 | – | Sell |
-1,701
| Closed | -$232K | – | 113 |
|
|
2022
Q1 | $232K | Buy |
1,701
+72
| +4% | +$9.82K | 0.29% | 102 |
|
|
2021
Q4 | $252K | Buy |
+1,629
| New | +$252K | 0.31% | 91 |
|