LWANC
Laurel Wealth Advisors (North Carolina)’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.8M | Buy |
2,827,112
+2,803,638
| +11,944% | +$22.6M | 0.33% | 69 |
|
|
2025
Q1 | $2.32M | Sell |
23,474
-432
| -2% | -$42.6K | 0.36% | 70 |
|
|
2024
Q4 | $2.66M | Sell |
23,906
-188
| -0.8% | -$20.9K | 0.42% | 59 |
|
|
2024
Q3 | $2.32M | Sell |
24,094
-15
| -0.1% | -$1.44K | 0.37% | 69 |
|
|
2024
Q2 | $2.39M | Sell |
24,109
-2,007
| -8% | -$199K | 0.42% | 64 |
|
|
2024
Q1 | $3.2M | Buy |
26,116
+81
| +0.3% | +$9.91K | 0.54% | 49 |
|
|
2023
Q4 | $2.35M | Sell |
26,035
-1,454
| -5% | -$131K | 0.45% | 61 |
|
|
2023
Q3 | $2.23M | Sell |
27,489
-2,305
| -8% | -$187K | 0.47% | 61 |
|
|
2023
Q2 | $2.66M | Sell |
29,794
-560
| -2% | -$50K | 0.53% | 55 |
|
|
2023
Q1 | $3.04M | Sell |
30,354
-517
| -2% | -$51.8K | 0.64% | 44 |
|
|
2022
Q4 | $2.68M | Sell |
30,871
-2,993
| -9% | -$260K | 0.61% | 48 |
|
|
2022
Q3 | $3.19M | Buy |
33,864
+1,132
| +3% | +$107K | 0.8% | 35 |
|
|
2022
Q2 | $3.09M | Sell |
32,732
-6,375
| -16% | -$602K | 0.75% | 39 |
|
|
2022
Q1 | $5.36M | Buy |
39,107
+392
| +1% | +$53.8K | 1.13% | 24 |
|
|
2021
Q4 | $6M | Buy |
38,715
+1,846
| +5% | +$286K | 1.23% | 21 |
|
|
2021
Q3 | $6.24M | Sell |
36,869
-527
| -1% | -$89.2K | 1.38% | 17 |
|
|
2021
Q2 | $6.57M | Buy |
37,396
+2,406
| +7% | +$423K | 1.42% | 18 |
|
|
2021
Q1 | $6.46M | Sell |
34,990
-49
| -0.1% | -$9.04K | 1.56% | 17 |
|
|
2020
Q4 | $6.35M | Buy |
35,039
+1,185
| +4% | +$215K | 1.65% | 16 |
|
|
2020
Q3 | $4.2M | Sell |
33,854
-418
| -1% | -$51.9K | 1.25% | 23 |
|
|
2020
Q2 | $3.82M | Sell |
34,272
-1,346
| -4% | -$150K | 1.26% | 23 |
|
|
2020
Q1 | $3.44M | Buy |
35,618
+920
| +3% | +$88.9K | 1.29% | 19 |
|
|
2019
Q4 | $5.02M | Buy |
34,698
+105
| +0.3% | +$15.2K | 1.58% | 16 |
|
|
2019
Q3 | $4.51M | Buy |
34,593
+144
| +0.4% | +$18.8K | 1.54% | 18 |
|
|
2019
Q2 | $4.81M | Sell |
34,449
-414
| -1% | -$57.8K | 1.69% | 14 |
|
|
2019
Q1 | $3.87M | Sell |
34,863
-354
| -1% | -$39.3K | 1.42% | 17 |
|
|
2018
Q4 | $3.86M | Buy |
+35,217
| New | +$3.86M | 1.55% | 16 |
|