Yelin Lapidot Holdings 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 | $310K | Hold |
2,500
| – | – | 0.06% | 81 |
|
2025
Q1 | $247K | Hold |
2,500
| – | – | 0.05% | 87 |
|
2024
Q4 | $278K | Hold |
2,500
| – | – | 0.05% | 84 |
|
2024
Q3 | $240K | Hold |
2,500
| – | – | 0.04% | 81 |
|
2024
Q2 | $248K | Hold |
2,500
| – | – | 0.04% | 78 |
|
2024
Q1 | $306K | Hold |
2,500
| – | – | 0.06% | 76 |
|
2023
Q4 | $226K | Hold |
2,500
| – | – | 0.05% | 77 |
|
2023
Q3 | $200K | Buy |
+2,500
| New | +$200K | 0.05% | 79 |
|