Laffer Tengler Investments’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,868
| Closed | -$208K | – | 140 |
|
|
2024
Q4 | $208K | Sell |
1,868
-816
| -30% | -$90.9K | 0.04% | 140 |
|
|
2024
Q3 | $258K | Sell |
2,684
-133
| -5% | -$12.8K | 0.05% | 157 |
|
|
2024
Q2 | $280K | Buy |
2,817
+134
| +5% | +$13.3K | 0.06% | 145 |
|
|
2024
Q1 | $328K | Sell |
2,683
-3
| -0.1% | -$367 | 0.08% | 123 |
|
|
2023
Q4 | $243K | Buy |
2,686
+61
| +2% | +$5.51K | 0.06% | 129 |
|
|
2023
Q3 | $213K | Sell |
2,625
-5,901
| -69% | -$478K | 0.06% | 134 |
|
|
2023
Q2 | $761K | Buy |
8,526
+248
| +3% | +$22.1K | 0.2% | 109 |
|
|
2023
Q1 | $829K | Buy |
8,278
+1,114
| +16% | +$112K | 0.22% | 109 |
|
|
2022
Q4 | $622K | Sell |
7,164
-247
| -3% | -$21.5K | 0.18% | 125 |
|
|
2022
Q3 | $699K | Buy |
7,411
+177
| +2% | +$16.7K | 0.26% | 102 |
|
|
2022
Q2 | $683K | Sell |
7,234
-6,323
| -47% | -$597K | 0.24% | 111 |
|
|
2022
Q1 | $1.86M | Sell |
13,557
-412
| -3% | -$56.5K | 0.56% | 73 |
|
|
2021
Q4 | $2.16M | Buy |
13,969
+334
| +2% | +$51.7K | 0.62% | 65 |
|
|
2021
Q3 | $2.31M | Buy |
13,635
+4,232
| +45% | +$716K | 0.67% | 53 |
|
|
2021
Q2 | $1.65M | Sell |
9,403
-2,155
| -19% | -$379K | 0.62% | 66 |
|
|
2021
Q1 | $2.13M | Buy |
11,558
+4,698
| +68% | +$867K | 0.81% | 52 |
|
|
2020
Q4 | $1.24M | Buy |
6,860
+1,491
| +28% | +$270K | 0.52% | 66 |
|
|
2020
Q3 | $666K | Buy |
5,369
+2,190
| +69% | +$272K | 0.33% | 81 |
|
|
2020
Q2 | $354K | Buy |
3,179
+2,154
| +210% | +$240K | 0.2% | 95 |
|
|
2020
Q1 | $99K | Buy |
1,025
+452
| +79% | +$43.7K | 0.08% | 118 |
|
|
2019
Q4 | $82.9K | Buy |
+573
| New | +$82.9K | 0.06% | 127 |
|
|
2019
Q2 | – | Sell |
-36,836
| Closed | -$4.09M | – | 126 |
|
|
2019
Q1 | $4.09M | Hold |
36,836
| – | – | 1.1% | 10 |
|
|
2018
Q4 | $4.04M | Hold |
36,836
| – | – | 1.19% | 8 |
|
|
2018
Q3 | $4.31M | Hold |
36,836
| – | – | 1.07% | 8 |
|
|
2018
Q2 | $3.86M | Hold |
36,836
| – | – | 0.99% | 12 |
|
|
2018
Q1 | $3.7M | Buy |
36,836
+2,455
| +7% | +$247K | 0.92% | 17 |
|
|
2017
Q4 | $3.7M | Hold |
34,381
| – | – | 0.93% | 12 |
|
|
2017
Q3 | $3.39M | Sell |
34,381
-2,390
| -6% | -$236K | 0.89% | 15 |
|
|
2017
Q2 | $3.91M | Hold |
36,771
| – | – | 1% | 11 |
|
|
2017
Q1 | $4.17M | Hold |
36,771
| – | – | 1.1% | 8 |
|
|
2016
Q4 | $3.83M | Buy |
36,771
+4,350
| +13% | +$453K | 1.03% | 11 |
|
|
2016
Q3 | $3.01M | Hold |
32,421
| – | – | 0.84% | 32 |
|
|
2016
Q2 | $3.17M | Buy |
+32,421
| New | +$3.17M | 0.9% | 25 |
|