Laurel Wealth Advisors (California)’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.52M | Sell |
28,951
-55
| -0.2% | -$4.78K | 0.25% | 94 |
|
|
2022
Q3 | $2.74M | Buy |
29,006
+577
| +2% | +$54.4K | 0.29% | 83 |
|
|
2022
Q2 | $2.68M | Buy |
28,429
+585
| +2% | +$55.2K | 0.27% | 89 |
|
|
2022
Q1 | $3.82M | Sell |
27,844
-1,676
| -6% | -$230K | 0.32% | 74 |
|
|
2021
Q4 | $4.57M | Buy |
29,520
+9,728
| +49% | +$1.51M | 0.35% | 66 |
|
|
2021
Q3 | $3.35M | Sell |
19,792
-1,265
| -6% | -$214K | 0.62% | 28 |
|
|
2021
Q2 | $3.7M | Buy |
21,057
+750
| +4% | +$132K | 0.48% | 45 |
|
|
2021
Q1 | $3.75M | Buy |
20,307
+5,229
| +35% | +$965K | 0.57% | 36 |
|
|
2020
Q4 | $2.73M | Sell |
15,078
-923
| -6% | -$167K | 0.4% | 59 |
|
|
2020
Q3 | $1.99M | Sell |
16,001
-3,804
| -19% | -$472K | 0.33% | 67 |
|
|
2020
Q2 | $2.21M | Sell |
19,805
-3,919
| -17% | -$437K | 0.4% | 62 |
|
|
2020
Q1 | $2.29M | Sell |
23,724
-6,108
| -20% | -$590K | 0.53% | 47 |
|
|
2019
Q4 | $4.32M | Sell |
29,832
-1,849
| -6% | -$267K | 0.72% | 33 |
|
|
2019
Q3 | $4.13M | Buy |
31,681
+3,948
| +14% | +$514K | 0.71% | 33 |
|
|
2019
Q2 | $3.87M | Buy |
27,733
+4,731
| +21% | +$661K | 0.85% | 26 |
|
|
2019
Q1 | $2.55M | Buy |
23,002
+2,772
| +14% | +$308K | 0.63% | 40 |
|
|
2018
Q4 | $2.22M | Sell |
20,230
-3,325
| -14% | -$365K | 0.65% | 37 |
|
|
2018
Q3 | $2.75M | Buy |
23,555
+1,457
| +7% | +$170K | 0.68% | 31 |
|
|
2018
Q2 | $2.32M | Sell |
22,098
-225
| -1% | -$23.6K | 0.62% | 38 |
|
|
2018
Q1 | $2.24M | Sell |
22,323
-4,810
| -18% | -$483K | 0.69% | 31 |
|
|
2017
Q4 | $2.92M | Buy |
27,133
+1,452
| +6% | +$156K | 0.84% | 26 |
|
|
2017
Q3 | $2.53M | Buy |
25,681
+1,795
| +8% | +$177K | 0.85% | 22 |
|
|
2017
Q2 | $2.54M | Buy |
23,886
+3,324
| +16% | +$353K | 0.9% | 19 |
|
|
2017
Q1 | $2.33M | Buy |
20,562
+74
| +0.4% | +$8.39K | 0.9% | 19 |
|
|
2016
Q4 | $2.14M | Buy |
20,488
+8,312
| +68% | +$866K | 0.95% | 20 |
|
|
2016
Q3 | $1.13M | Buy |
12,176
+335
| +3% | +$31.1K | 0.53% | 56 |
|
|
2016
Q2 | $1.16M | Sell |
11,841
-769
| -6% | -$75.2K | 0.56% | 55 |
|
|
2016
Q1 | $1.25M | Buy |
12,610
+857
| +7% | +$85.1K | 0.63% | 41 |
|
|
2015
Q4 | $1.24M | Buy |
+11,753
| New | +$1.24M | 0.64% | 43 |
|