LI
Lafayette Investments’s Walt Disney DIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.34M | Sell |
34,966
-688
| -2% | -$85.3K | 0.88% | 34 |
|
2025
Q1 | $3.52M | Sell |
35,654
-549
| -2% | -$54.2K | 0.74% | 37 |
|
2024
Q4 | $4.03M | Sell |
36,203
-396
| -1% | -$44.1K | 0.86% | 35 |
|
2024
Q3 | $3.52M | Buy |
36,599
+521
| +1% | +$50.1K | 0.74% | 40 |
|
2024
Q2 | $3.58M | Sell |
36,078
-945
| -3% | -$93.8K | 0.81% | 33 |
|
2024
Q1 | $4.53M | Sell |
37,023
-940
| -2% | -$115K | 1.02% | 29 |
|
2023
Q4 | $3.43M | Sell |
37,963
-200
| -0.5% | -$18.1K | 0.85% | 36 |
|
2023
Q3 | $3.09M | Sell |
38,163
-14,189
| -27% | -$1.15M | 0.84% | 35 |
|
2023
Q2 | $4.67M | Buy |
52,352
+116
| +0.2% | +$10.4K | 1.23% | 26 |
|
2023
Q1 | $5.23M | Sell |
52,236
-730
| -1% | -$73.1K | 1.45% | 24 |
|
2022
Q4 | $4.6M | Sell |
52,966
-500
| -0.9% | -$43.4K | 1.29% | 24 |
|
2022
Q3 | $5.04M | Sell |
53,466
-1,361
| -2% | -$128K | 1.56% | 22 |
|
2022
Q2 | $5.18M | Buy |
54,827
+2,829
| +5% | +$267K | 1.49% | 22 |
|
2022
Q1 | $7.13M | Buy |
51,998
+1,635
| +3% | +$224K | 1.77% | 16 |
|
2021
Q4 | $7.8M | Buy |
50,363
+3,030
| +6% | +$469K | 1.95% | 13 |
|
2021
Q3 | $8.01M | Buy |
47,333
+115
| +0.2% | +$19.5K | 2.17% | 11 |
|
2021
Q2 | $8.3M | Buy |
47,218
+3,282
| +7% | +$577K | 2.26% | 10 |
|
2021
Q1 | $8.11M | Sell |
43,936
-1,416
| -3% | -$261K | 2.59% | 7 |
|
2020
Q4 | $8.22M | Buy |
45,352
+230
| +0.5% | +$41.7K | 2.79% | 5 |
|
2020
Q3 | $5.6M | Sell |
45,122
-1,666
| -4% | -$207K | 2.14% | 13 |
|
2020
Q2 | $5.22M | Sell |
46,788
-176
| -0.4% | -$19.6K | 2.18% | 11 |
|
2020
Q1 | $4.54M | Buy |
46,964
+1,197
| +3% | +$116K | 2.18% | 14 |
|
2019
Q4 | $6.62M | Sell |
45,767
-665
| -1% | -$96.2K | 2.3% | 13 |
|
2019
Q3 | $6.05M | Sell |
46,432
-46
| -0.1% | -$6K | 2.19% | 15 |
|
2019
Q2 | $6.49M | Buy |
46,478
+673
| +1% | +$94K | 2.3% | 15 |
|
2019
Q1 | $5.09M | Buy |
45,805
+4,900
| +12% | +$544K | 1.87% | 24 |
|
2018
Q4 | $4.49M | Buy |
40,905
+928
| +2% | +$102K | 1.8% | 20 |
|
2018
Q3 | $4.68M | Buy |
39,977
+363
| +0.9% | +$42.5K | 1.61% | 26 |
|
2018
Q2 | $4.15M | Buy |
39,614
+3,944
| +11% | +$413K | 1.52% | 28 |
|
2018
Q1 | $3.58M | Sell |
35,670
-164
| -0.5% | -$16.5K | 1.34% | 30 |
|
2017
Q4 | $3.85M | Sell |
35,834
-14,159
| -28% | -$1.52M | 1.38% | 29 |
|
2017
Q3 | $4.93M | Sell |
49,993
-5,062
| -9% | -$499K | 1.83% | 24 |
|
2017
Q2 | $5.85M | Buy |
55,055
+100
| +0.2% | +$10.6K | 2.17% | 21 |
|
2017
Q1 | $6.23M | Buy |
54,955
+74
| +0.1% | +$8.39K | 2.31% | 19 |
|
2016
Q4 | $5.72M | Buy |
54,881
+150
| +0.3% | +$15.6K | 2.19% | 20 |
|
2016
Q3 | $5.08M | Sell |
54,731
-644
| -1% | -$59.8K | 2.05% | 24 |
|
2016
Q2 | $5.42M | Sell |
55,375
-362
| -0.6% | -$35.4K | 2.2% | 21 |
|
2016
Q1 | $5.54M | Buy |
55,737
+6
| +0% | +$596 | 2.3% | 18 |
|
2015
Q4 | $5.86M | Sell |
55,731
-243
| -0.4% | -$25.5K | 2.44% | 16 |
|
2015
Q3 | $5.72M | Sell |
55,974
-46
| -0.1% | -$4.7K | 2.5% | 16 |
|
2015
Q2 | $6.39M | Sell |
56,020
-450
| -0.8% | -$51.4K | 2.69% | 14 |
|
2015
Q1 | $5.92M | Sell |
56,470
-100
| -0.2% | -$10.5K | 2.51% | 15 |
|
2014
Q4 | $5.33M | Sell |
56,570
-500
| -0.9% | -$47.1K | 2.23% | 20 |
|
2014
Q3 | $5.08M | Sell |
57,070
-100
| -0.2% | -$8.9K | 2.28% | 20 |
|
2014
Q2 | $4.9M | Hold |
57,170
| – | – | 2.15% | 21 |
|
2014
Q1 | $4.58M | Sell |
57,170
-246
| -0.4% | -$19.7K | 2.09% | 22 |
|
2013
Q4 | $4.39M | Sell |
57,416
-2,556
| -4% | -$195K | 2.05% | 24 |
|
2013
Q3 | $3.87M | Sell |
59,972
-625
| -1% | -$40.3K | 1.88% | 25 |
|
2013
Q2 | $3.83M | Buy |
+60,597
| New | +$3.83M | 1.84% | 25 |
|