LWM
Laidlaw Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Buy |
+1,788
| New | +$222K | 0.64% | 40 |
|
|
2025
Q1 | – | Sell |
-3,034
| Closed | -$338K | – | 73 |
|
|
2024
Q4 | $338K | Buy |
3,034
+368
| +14% | +$41K | 0.15% | 133 |
|
|
2024
Q3 | $256K | Hold |
2,666
| – | – | 0.13% | 144 |
|
|
2024
Q2 | $265K | Sell |
2,666
-180
| -6% | -$17.9K | 0.15% | 140 |
|
|
2024
Q1 | $348K | Sell |
2,846
-6,033
| -68% | -$738K | 0.19% | 123 |
|
|
2023
Q4 | $802K | Sell |
8,879
-5,273
| -37% | -$476K | 0.29% | 90 |
|
|
2023
Q3 | $1.15M | Sell |
14,152
-4,571
| -24% | -$370K | 0.38% | 81 |
|
|
2023
Q2 | $1.67M | Buy |
18,723
+963
| +5% | +$86K | 0.33% | 82 |
|
|
2023
Q1 | $1.78M | Sell |
17,760
-1,179
| -6% | -$118K | 0.36% | 73 |
|
|
2022
Q4 | $1.65M | Buy |
18,939
+1,892
| +11% | +$164K | 0.35% | 80 |
|
|
2022
Q3 | $1.61M | Sell |
17,047
-12,214
| -42% | -$1.15M | 0.38% | 76 |
|
|
2022
Q2 | $2.76M | Buy |
29,261
+10,852
| +59% | +$1.02M | 0.56% | 48 |
|
|
2022
Q1 | $2.53M | Sell |
18,409
-967
| -5% | -$133K | 0.42% | 62 |
|
|
2021
Q4 | $3M | Buy |
+19,376
| New | +$3M | 0.48% | 54 |
|
|
2021
Q1 | – | Sell |
-20,350
| Closed | -$3.69M | – | 251 |
|
|
2020
Q4 | $3.69M | Buy |
20,350
+10,787
| +113% | +$1.95M | 0.78% | 22 |
|
|
2020
Q3 | $1.19M | Buy |
9,563
+29
| +0.3% | +$3.6K | 0.53% | 63 |
|
|
2020
Q2 | $1.06M | Buy |
9,534
+519
| +6% | +$57.9K | 0.56% | 60 |
|
|
2020
Q1 | $871K | Sell |
9,015
-6,315
| -41% | -$610K | 0.57% | 65 |
|
|
2019
Q4 | $2.22M | Buy |
+15,330
| New | +$2.22M | 1.4% | 10 |
|