LIA
LBMC Investment Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Hold |
12,772
| – | – | 0.11% | 71 |
|
|
2025
Q1 | $1.26M | Buy |
12,772
+1
| +0% | +$99 | 0.1% | 76 |
|
|
2024
Q4 | $1.42M | Hold |
12,771
| – | – | 0.11% | 68 |
|
|
2024
Q3 | $1.23M | Buy |
12,771
+1
| +0% | +$96 | 0.1% | 71 |
|
|
2024
Q2 | $1.27M | Hold |
12,770
| – | – | 0.11% | 64 |
|
|
2024
Q1 | $1.56M | Buy |
12,770
+2,286
| +22% | +$280K | 0.14% | 57 |
|
|
2023
Q4 | $947K | Hold |
10,484
| – | – | 0.09% | 63 |
|
|
2023
Q3 | $834K | Hold |
10,484
| – | – | 0.09% | 65 |
|
|
2023
Q2 | $936K | Sell |
10,484
-909
| -8% | -$81.2K | 0.09% | 62 |
|
|
2023
Q1 | $1.14M | Hold |
11,393
| – | – | 0.12% | 53 |
|
|
2022
Q4 | $990K | Hold |
11,393
| – | – | 0.1% | 55 |
|
|
2022
Q3 | $1.08M | Hold |
11,393
| – | – | 0.12% | 50 |
|
|
2022
Q2 | $1.08M | Sell |
11,393
-263
| -2% | -$24.8K | 0.12% | 49 |
|
|
2022
Q1 | $1.6M | Sell |
11,656
-70
| -0.6% | -$9.6K | 0.14% | 45 |
|
|
2021
Q4 | $1.82M | Buy |
11,726
+10,728
| +1,075% | +$1.66M | 0.16% | 44 |
|
|
2021
Q3 | $2.02K | Sell |
998
-10,858
| -92% | -$21.9K | 0.19% | 39 |
|
|
2021
Q2 | $2.08M | Buy |
11,856
+40
| +0.3% | +$7.03K | 0.2% | 40 |
|
|
2021
Q1 | $2.18M | Buy |
11,816
+155
| +1% | +$28.6K | 0.23% | 38 |
|
|
2020
Q4 | $2.11M | Buy |
11,661
+30
| +0.3% | +$5.44K | 0.25% | 35 |
|
|
2020
Q3 | $1.44M | Buy |
11,631
+236
| +2% | +$29.3K | 0.2% | 42 |
|
|
2020
Q2 | $1.27M | Buy |
11,395
+5
| +0% | +$558 | 0.2% | 38 |
|
|
2020
Q1 | $1.1M | Buy |
11,390
+740
| +7% | +$71.5K | 0.21% | 32 |
|
|
2019
Q4 | $1.54M | Buy |
10,650
+30
| +0.3% | +$4.34K | 0.22% | 32 |
|
|
2019
Q3 | $1.38M | Sell |
10,620
-49
| -0.5% | -$6.39K | 0.21% | 31 |
|
|
2019
Q2 | $1.49M | Buy |
10,669
+175
| +2% | +$24.4K | 0.23% | 31 |
|
|
2019
Q1 | $1.17M | Sell |
10,494
-45
| -0.4% | -$5K | 0.18% | 33 |
|
|
2018
Q4 | $1.16M | Buy |
10,539
+269
| +3% | +$29.5K | 0.21% | 29 |
|
|
2018
Q3 | $1.2M | Sell |
10,270
-224
| -2% | -$26.2K | 0.19% | 32 |
|
|
2018
Q2 | $1.1M | Hold |
10,494
| – | – | 0.18% | 33 |
|
|
2018
Q1 | $1.05M | Buy |
10,494
+1
| +0% | +$100 | 0.18% | 31 |
|
|
2017
Q4 | $1.13M | Buy |
+10,493
| New | +$1.13M | 0.18% | 29 |
|