LJHT
Laurie J. Hall Trustee’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Hold |
2,192
| – | – | 0.09% | 99 |
|
|
2025
Q1 | $216K | Sell |
2,192
-19
| -0.9% | -$1.88K | 0.08% | 107 |
|
|
2024
Q4 | $246K | Sell |
2,211
-2,000
| -47% | -$223K | 0.08% | 109 |
|
|
2024
Q3 | $405K | Buy |
4,211
+4,032
| +2,253% | +$388K | 0.13% | 96 |
|
|
2024
Q2 | $18K | Sell |
179
-38
| -18% | -$3.82K | 0.01% | 217 |
|
|
2024
Q1 | $27K | Sell |
217
-38
| -15% | -$4.73K | 0.01% | 210 |
|
|
2023
Q4 | $23K | Sell |
255
-600
| -70% | -$54.1K | 0.01% | 215 |
|
|
2023
Q3 | $70K | Sell |
855
-33,965
| -98% | -$2.78M | 0.03% | 154 |
|
|
2023
Q2 | $3.11M | Sell |
34,820
-275
| -0.8% | -$24.6K | 1.23% | 29 |
|
|
2023
Q1 | $3.51M | Buy |
35,095
+120
| +0.3% | +$12K | 1.5% | 22 |
|
|
2022
Q4 | $3.04M | Buy |
34,975
+1,070
| +3% | +$93K | 1.37% | 26 |
|
|
2022
Q3 | $3.2M | Buy |
33,905
+2,921
| +9% | +$276K | 1.58% | 19 |
|
|
2022
Q2 | $2.93M | Buy |
30,984
+1,110
| +4% | +$105K | 1.37% | 25 |
|
|
2022
Q1 | $4.1M | Buy |
29,874
+1,610
| +6% | +$221K | 1.57% | 20 |
|
|
2021
Q4 | $4.38M | Sell |
28,264
-50
| -0.2% | -$7.74K | 1.55% | 21 |
|
|
2021
Q3 | $4.79M | Sell |
28,314
-135
| -0.5% | -$22.8K | 1.85% | 18 |
|
|
2021
Q2 | $5M | Sell |
28,449
-415
| -1% | -$72.9K | 1.89% | 17 |
|
|
2021
Q1 | $5.33M | Sell |
28,864
-4,348
| -13% | -$802K | 2.04% | 12 |
|
|
2020
Q4 | $6.02M | Buy |
33,212
+60
| +0.2% | +$10.9K | 2.44% | 7 |
|
|
2020
Q3 | $4.11M | Buy |
+33,152
| New | +$4.11M | 1.84% | 16 |
|
|
2019
Q4 | $4.22M | Buy |
29,172
+6,150
| +27% | +$890K | 1.95% | 13 |
|
|
2019
Q3 | $3M | Buy |
23,022
+125
| +0.5% | +$16.3K | 1.53% | 19 |
|
|
2019
Q2 | $3.2M | Sell |
22,897
-711
| -3% | -$99.3K | 1.66% | 16 |
|
|
2019
Q1 | $2.62M | Sell |
23,608
-1,017
| -4% | -$113K | 1.38% | 21 |
|
|
2018
Q4 | $2.69M | Buy |
24,625
+2,175
| +10% | +$238K | 1.48% | 20 |
|
|
2018
Q3 | $2.63M | Buy |
22,450
+1,500
| +7% | +$175K | 1.38% | 19 |
|
|
2018
Q2 | $2.2M | Buy |
20,950
+2,650
| +14% | +$278K | 1.26% | 23 |
|
|
2018
Q1 | $1.84M | Buy |
18,300
+540
| +3% | +$54.2K | 1.12% | 26 |
|
|
2017
Q4 | $1.91M | Buy |
17,760
+1,090
| +7% | +$117K | 1.09% | 26 |
|
|
2017
Q3 | $1.64M | Buy |
16,670
+75
| +0.5% | +$7.39K | 1.02% | 28 |
|
|
2017
Q2 | $1.76M | Buy |
16,595
+225
| +1% | +$23.9K | 1.13% | 27 |
|
|
2017
Q1 | $1.85M | Buy |
16,370
+575
| +4% | +$65K | 1.18% | 25 |
|
|
2016
Q4 | $1.72M | Buy |
+15,795
| New | +$1.72M | 1.1% | 28 |
|
|
2016
Q2 | $1.14M | Buy |
11,365
+2,125
| +23% | +$212K | 0.74% | 38 |
|
|
2016
Q1 | $959K | Buy |
9,240
+2,685
| +41% | +$279K | 0.6% | 45 |
|
|
2015
Q4 | $609K | Buy |
6,555
+2,755
| +73% | +$256K | 0.44% | 51 |
|
|
2015
Q3 | $388K | Sell |
3,800
-200
| -5% | -$20.4K | 0.31% | 60 |
|
|
2015
Q2 | $457K | Hold |
4,000
| – | – | 0.33% | 60 |
|
|
2015
Q1 | $420K | Hold |
4,000
| – | – | 0.31% | 60 |
|
|
2014
Q4 | $377K | Hold |
4,000
| – | – | 0.27% | 64 |
|
|
2014
Q3 | $356K | Hold |
4,000
| – | – | 0.27% | 65 |
|
|
2014
Q2 | $343K | Sell |
4,000
-365
| -8% | -$31.3K | 0.26% | 65 |
|
|
2014
Q1 | $350K | Hold |
4,365
| – | – | 0.27% | 64 |
|
|
2013
Q4 | $333K | Hold |
4,365
| – | – | 0.26% | 65 |
|
|
2013
Q3 | $281K | Hold |
4,365
| – | – | 0.24% | 75 |
|
|
2013
Q2 | $276K | Buy |
+4,365
| New | +$276K | 0.24% | 71 |
|