Lyell 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 | $5M | Buy |
40,336
+1,619
| +4% | +$201K | 0.4% | 69 |
|
|
2025
Q1 | $3.82M | Buy |
38,717
+827
| +2% | +$81.6K | 0.36% | 72 |
|
|
2024
Q4 | $4.22M | Sell |
37,890
-4,225
| -10% | -$470K | 0.38% | 69 |
|
|
2024
Q3 | $4.05M | Sell |
42,115
-3,369
| -7% | -$324K | 0.37% | 75 |
|
|
2024
Q2 | $4.52M | Buy |
45,484
+575
| +1% | +$57.1K | 0.43% | 70 |
|
|
2024
Q1 | $5.5M | Sell |
44,909
-1,000
| -2% | -$122K | 0.56% | 65 |
|
|
2023
Q4 | $4.15M | Sell |
45,909
-4,768
| -9% | -$431K | 0.47% | 67 |
|
|
2023
Q3 | $4.11M | Sell |
50,677
-5,932
| -10% | -$481K | 0.55% | 63 |
|
|
2023
Q2 | $5.05M | Sell |
56,609
-394
| -0.7% | -$35.2K | 0.65% | 57 |
|
|
2023
Q1 | $5.71M | Sell |
57,003
-1,805
| -3% | -$181K | 0.8% | 49 |
|
|
2022
Q4 | $5.11M | Sell |
58,808
-8,864
| -13% | -$770K | 0.81% | 49 |
|
|
2022
Q3 | $6.38M | Sell |
67,672
-870
| -1% | -$82.1K | 1.09% | 33 |
|
|
2022
Q2 | $6.47M | Sell |
68,542
-941
| -1% | -$88.8K | 1.06% | 31 |
|
|
2022
Q1 | $9.53M | Buy |
69,483
+2,858
| +4% | +$392K | 1.23% | 27 |
|
|
2021
Q4 | $10.3M | Buy |
66,625
+1,349
| +2% | +$209K | 1.18% | 30 |
|
|
2021
Q3 | $11M | Buy |
65,276
+3,328
| +5% | +$563K | 1.34% | 27 |
|
|
2021
Q2 | $10.9M | Buy |
61,948
+1,721
| +3% | +$303K | 1.35% | 28 |
|
|
2021
Q1 | $11.1M | Buy |
60,227
+4,465
| +8% | +$824K | 1.62% | 19 |
|
|
2020
Q4 | $10.1M | Buy |
55,762
+2,310
| +4% | +$419K | 1.61% | 20 |
|
|
2020
Q3 | $6.63M | Sell |
53,452
-770
| -1% | -$95.5K | 1.24% | 31 |
|
|
2020
Q2 | $6.05M | Buy |
54,222
+2,951
| +6% | +$329K | 1.33% | 30 |
|
|
2020
Q1 | $4.95M | Buy |
51,271
+3,945
| +8% | +$381K | 1.48% | 27 |
|
|
2019
Q4 | $6.89M | Buy |
47,326
+3,772
| +9% | +$549K | 1.84% | 16 |
|
|
2019
Q3 | $5.68M | Buy |
43,554
+2,999
| +7% | +$391K | 1.71% | 22 |
|
|
2019
Q2 | $5.66M | Buy |
40,555
+4,750
| +13% | +$663K | 1.71% | 18 |
|
|
2019
Q1 | $3.98M | Buy |
35,805
+2,648
| +8% | +$294K | 1.33% | 29 |
|
|
2018
Q4 | $3.66M | Buy |
33,157
+25,828
| +352% | +$2.85M | 1.53% | 27 |
|
|
2018
Q3 | $857K | Buy |
7,329
+5,000
| +215% | +$585K | 0.29% | 71 |
|
|
2018
Q2 | $244K | Buy |
2,329
+350
| +18% | +$36.7K | 0.09% | 100 |
|
|
2018
Q1 | $199K | Hold |
1,979
| – | – | 0.07% | 105 |
|
|
2017
Q4 | $214K | Sell |
1,979
-12,628
| -86% | -$1.37M | 0.09% | 105 |
|
|
2017
Q3 | $1.44M | Sell |
14,607
-7,123
| -33% | -$702K | 0.62% | 60 |
|
|
2017
Q2 | $2.31M | Buy |
21,730
+1,881
| +9% | +$200K | 1.12% | 41 |
|
|
2017
Q1 | $2.25M | Buy |
19,849
+390
| +2% | +$44.2K | 1.22% | 40 |
|
|
2016
Q4 | $2.04M | Buy |
+19,459
| New | +$2.04M | 1.27% | 40 |
|