LBMC Investment Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $1.46M | Sell |
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2025
Q2 | $1.58M | Hold |
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2025
Q1 | $1.26M | Buy |
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2024
Q4 | $1.42M | Hold |
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2024
Q3 | $1.23M | Buy |
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2024
Q2 | $1.27M | Hold |
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2024
Q1 | $1.56M | Buy |
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2023
Q4 | $947K | Hold |
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2023
Q3 | $834K | Hold |
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2023
Q2 | $936K | Sell |
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2023
Q1 | $1.14M | Hold |
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2022
Q4 | $990K | Hold |
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2022
Q3 | $1.07M | Hold |
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2022
Q2 | $1.07M | Sell |
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2022
Q1 | $1.6M | Sell |
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2021
Q4 | $1.82M | Buy |
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2021
Q3 | $2.02K | Sell |
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2021
Q2 | $2.08M | Buy |
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2021
Q1 | $2.18M | Buy |
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2020
Q4 | $2.11M | Buy |
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2020
Q3 | $1.44M | Buy |
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2020
Q2 | $1.27M | Buy |
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2020
Q1 | $1.1M | Buy |
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2019
Q4 | $1.54M | Buy |
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2019
Q3 | $1.38M | Sell |
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2019
Q2 | $1.49M | Buy |
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2019
Q1 | $1.17M | Sell |
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2018
Q4 | $1.16M | Buy |
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2018
Q3 | $1.2M | Sell |
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2018
Q2 | $1.1M | Hold |
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2018
Q1 | $1.05M | Buy |
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2017
Q4 | $1.13M | Buy |
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