LJAC
L.J. Altfest & Co’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
15,985
+511
| +3% | +$63.4K | 0.23% | 77 |
|
|
2025
Q1 | $1.53M | Sell |
15,474
-28
| -0.2% | -$2.76K | 0.19% | 86 |
|
|
2024
Q4 | $1.73M | Buy |
15,502
+73
| +0.5% | +$8.13K | 0.22% | 80 |
|
|
2024
Q3 | $1.48M | Buy |
15,429
+149
| +1% | +$14.3K | 0.2% | 87 |
|
|
2024
Q2 | $1.52M | Sell |
15,280
-7,578
| -33% | -$752K | 0.21% | 80 |
|
|
2024
Q1 | $2.8M | Buy |
22,858
+112
| +0.5% | +$13.7K | 0.4% | 45 |
|
|
2023
Q4 | $2.05M | Sell |
22,746
-204
| -0.9% | -$18.4K | 0.3% | 64 |
|
|
2023
Q3 | $1.86M | Buy |
22,950
+2,852
| +14% | +$231K | 0.29% | 54 |
|
|
2023
Q2 | $1.79M | Sell |
20,098
-8,388
| -29% | -$749K | 0.27% | 58 |
|
|
2023
Q1 | $2.85M | Buy |
28,486
+3,994
| +16% | +$400K | 0.45% | 36 |
|
|
2022
Q4 | $2.13M | Sell |
24,492
-53
| -0.2% | -$4.61K | 0.35% | 57 |
|
|
2022
Q3 | $2.32M | Buy |
24,545
+4,922
| +25% | +$464K | 0.43% | 40 |
|
|
2022
Q2 | $1.85M | Buy |
19,623
+2,060
| +12% | +$194K | 0.33% | 49 |
|
|
2022
Q1 | $2.41M | Sell |
17,563
-2,887
| -14% | -$396K | 0.43% | 38 |
|
|
2021
Q4 | $3.17M | Buy |
20,450
+5,088
| +33% | +$788K | 0.6% | 33 |
|
|
2021
Q3 | $2.6M | Sell |
15,362
-92
| -0.6% | -$15.6K | 0.54% | 31 |
|
|
2021
Q2 | $2.72M | Sell |
15,454
-2,708
| -15% | -$476K | 0.59% | 31 |
|
|
2021
Q1 | $3.35M | Buy |
18,162
+287
| +2% | +$53K | 0.79% | 27 |
|
|
2020
Q4 | $3.24M | Buy |
17,875
+32
| +0.2% | +$5.8K | 0.79% | 26 |
|
|
2020
Q3 | $2.21M | Sell |
17,843
-626
| -3% | -$77.7K | 0.59% | 29 |
|
|
2020
Q2 | $2.06M | Buy |
18,469
+1,467
| +9% | +$164K | 0.59% | 28 |
|
|
2020
Q1 | $1.64M | Buy |
17,002
+3,125
| +23% | +$302K | 0.51% | 32 |
|
|
2019
Q4 | $2.01M | Buy |
13,877
+87
| +0.6% | +$12.6K | 0.51% | 32 |
|
|
2019
Q3 | $1.8M | Sell |
13,790
-188
| -1% | -$24.5K | 0.46% | 34 |
|
|
2019
Q2 | $1.95M | Buy |
13,978
+74
| +0.5% | +$10.3K | 0.52% | 33 |
|
|
2019
Q1 | $1.54M | Buy |
13,904
+187
| +1% | +$20.8K | 0.38% | 42 |
|
|
2018
Q4 | $1.5M | Sell |
13,717
-827
| -6% | -$90.7K | 0.42% | 36 |
|
|
2018
Q3 | $1.7M | Sell |
14,544
-31
| -0.2% | -$3.63K | 0.5% | 36 |
|
|
2018
Q2 | $1.53M | Sell |
14,575
-488
| -3% | -$51.2K | 0.57% | 35 |
|
|
2018
Q1 | $1.51M | Buy |
15,063
+19
| +0.1% | +$1.91K | 0.65% | 31 |
|
|
2017
Q4 | $1.62M | Buy |
15,044
+313
| +2% | +$33.6K | 0.61% | 38 |
|
|
2017
Q3 | $1.45M | Sell |
14,731
-1,854
| -11% | -$183K | 0.71% | 34 |
|
|
2017
Q2 | $1.76M | Buy |
16,585
+5,465
| +49% | +$581K | 1.06% | 23 |
|
|
2017
Q1 | $1.26M | Buy |
11,120
+185
| +2% | +$21K | 0.5% | 52 |
|
|
2016
Q4 | $1.14M | Sell |
10,935
-457
| -4% | -$47.6K | 0.57% | 57 |
|
|
2016
Q3 | $1.06M | Buy |
11,392
+1,552
| +16% | +$144K | 0.7% | 54 |
|
|
2016
Q2 | $963K | Hold |
9,840
| – | – | 0.67% | 56 |
|
|
2016
Q1 | $977K | Buy |
9,840
+6
| +0.1% | +$596 | 1.01% | 39 |
|
|
2015
Q4 | $1.03M | Sell |
9,834
-568
| -5% | -$59.7K | 1.01% | 38 |
|
|
2015
Q3 | $1.06M | Buy |
10,402
+970
| +10% | +$99.1K | 1.05% | 38 |
|
|
2015
Q2 | $1.08M | Buy |
9,432
+242
| +3% | +$27.6K | 0.99% | 43 |
|
|
2015
Q1 | $964K | Buy |
9,190
+45
| +0.5% | +$4.72K | 0.9% | 45 |
|
|
2014
Q4 | $861K | Buy |
+9,145
| New | +$861K | 0.7% | 54 |
|
|
2014
Q2 | – | Sell |
-8,845
| Closed | -$681K | – | 69 |
|
|
2014
Q1 | $681K | Buy |
8,845
+4
| +0% | +$308 | 0.63% | 53 |
|
|
2013
Q4 | $675K | Buy |
+8,841
| New | +$675K | 0.57% | 58 |
|